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Job Description

The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. \n \n Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation \n Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n~3+ years financial services experience required \n~ Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n~100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents \n~28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n~$A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions \n~ Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n\n*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

\n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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