Senior Paraplanner-Financial Planner
Fisher Investments is one of the world’s fastest growing wealth managers who have one misson; to improve the investment universe for their clients. Established in 1979, Fisher Investments is an independent, fee-only investment adviser, who was named as one of Financial Times’ Top 300 US-based Registered Investment Advisers and its wholly-owned subsidiary, Fisher Investments UK, was recently recognized as ADVFN’s Wealth Manager of the Year. Fisher Investments UK are looking for talented new paraplanners/financial planners to join its rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients or prospective clients of Fisher Investments.
The core responsibilities for the role are split into two key segments:
New Business Suitability Reports
Provide Financial Advice to clients of Fisher Investments
Fisher Investments is an equal opportunities employer.