Fisher Investments Europe is seeking a Paraplanner to join the UK New Business team in London. You will analyse prospective client portfolios to provide regulated advice on pensions, bond surrenders, investment tax and structure suitability. Report to your Team Leader and write suitability reports.
Responsibilities include evaluating objectives, reviewing plans for complex cases, and creating training for other groups. Compliance with F&P assessments is required.
#J-18808-Ljbffr
We have an opening for a Senior Paraplanner – Portfolio Advice & Structuring in City Of London, England, United Kingdom within Finance.
We are currently recruiting a Senior Paraplanner – Portfolio Advice & Structuring for our team in City Of London, England, United Kingdom.
This is a great position to take on the Senior Paraplanner – Portfolio Advice & Structuring role at Fisher Investments.