Pension Paraplanner

New Yesterday

Job Description The Opportunity: \n If you think you are the right match for the following opportunity, apply after reading the complete description. \n \n The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.
\n \n The Day-to-Day: \n Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation \n Review and formulate plans for clients with highly specialised situations \n Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable \n Communicate advice to clients directly \n Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding \n Work with other departments to provide best client outcomes through developing new resources and providing training \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance r...
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Location:
London
Job Type:
FullTime
Category:
Accounting & Finance

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