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 scr...