Fisher Investments UK is looking for a talented Senior Paraplanner/Financial Planner to join their rapidly growing Financial Planning Department. It is a “hybrid” role that would suit either a level 4 qualified Paraplanner/trainee financial adviser looking to progress into an advisory role, or an existing adviser looking for a modern and efficient approach to private client advice and asset management.
The Financial Planning Department provides regulated financial advice to prospects and to more than 5,000 existing UK clients. Areas of advice include retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning. Candidates will typically be required to work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts.
An ideal candidate will hold CF30 status (or be prepared to progress to this status) and have experience at writing bespoke suitability reports. A detailed knowledge of defined contribution pensions (including safeguarded benefits) would be an advantage, as would experience as a qualified Pension Transfer Specialist (PTS).
The role offers an exciting opportunity to progress quickly within a truly global asset management firm.
The role is a varied one but can be split into two core areas:
New Business Suitability Reports
Providing Ongoing Financial Advice to Existing Clients
Why Fisher Investments UK:
Fisher Investments is one of the world’s fastest growing wealth managers who have one mission: 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. Today, Fisher Investments and its affiliates oversee more than $100 billion in assets for over 50,000 private clients and 181 institutional clients globally (correct as at 2018).
The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
FISHER INVESTMENTS UK IS AN EQUAL OPPORTUNITY EMPLOYER
*Employees responsible for taxes
**Available only to regular full-time employees with at least a 12-month contract