Fisher Investments Europe in the UK seeks a Paraplanner to join the UK New Business team. You will analyze prospective client portfolios and provide regulated advice on pension transfers, bond surrenders, taxation, and structure suitability.
You will formulate asset allocation recommendations, write suitability reports, and contribute to training across the firm while ensuring regulatory compliance and high standards of accuracy.
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This posting is for the Paraplanner: Regulated Portfolio & Suitability Expert role at Fisher Investments UK, based in Greater London, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 40.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner: Regulated Portfolio & Suitability Expert role in the description above.