The Opportunity:
The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
Standard responsibilities:
- Evaluate prospective 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 prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
- Create and lead training for other groups within the firm as needed
- Work on ad hoc projects to improve the efficiency of the Group
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Your Qualifications:
- A University degree or equivalent combination of education/experience
- Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
- 3+ years financial services experience required
- Experience working with accuracy and ability to organise/time-manage
- Quantitative in nature
- Ability to work under pressure and in a dynamic team environment
- Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles
- Exceptional understanding of client suitability
This is an excellent opportunity to join a business with excellent career development opportunities provided. Flexible working is also available.