Senior Paraplanner

New Yesterday

Job Description The Opportunity:

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.

The Day-to-Day:
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

Review and formulate plans for clients with highly specialised situations

Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable

Communicate advice to clients directly

Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding

Work with other departments to provide best client outcomes through developing new resources and providing training

Work on ad hoc projects to improve the efficiency of PCA Group

Adhere to the T&C scheme to ensu...
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Location:
London
Job Type:
FullTime
Category:
Accounting & Finance

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