Fisher Investments Europe is seeking a Paraplanner for its UK New Business team. You will analyse prospective client portfolios to provide regulated advice on pension transfers, bond surrenders, investment taxation and structure suitability.
The role reports to the Team Leader and involves formulating asset allocation recommendations and writing suitability reports. Responsibilities include evaluating client objectives, reviewing plans for specialised situations, assessing pension and bond
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This opportunity is for the Paraplanner — Regulated Financial Planning & Analysis role at Financial Planning Firm.
This posting is for the Paraplanner — Regulated Financial Planning & Analysis role at Financial Planning Firm, based in Greater London, England, United Kingdom.
We are looking to fill the Paraplanner — Regulated Financial Planning & Analysis position at Financial Planning Firm in Greater London, England, United Kingdom.