https://jobs.co.uk/job/paraplanner-fisher-investments--c9a8174b-4e17-4d54-a529-ce3cd1ba15a0 RSS feed for Paraplanner at Fisher Investments. en-gb Sun, 26 Apr 2026 15:12:34 GMT https://jobs.co.uk/job/paraplanner-fisher-investments--c9a8174b-4e17-4d54-a529-ce3cd1ba15a0 https://jobs.co.uk/job/paraplanner-fisher-investments--c9a8174b-4e17-4d54-a529-ce3cd1ba15a0 Wed, 22 Apr 2026 11:53:05 GMT Location: City | Salary: 10000-500000 Annual | Type: Permanent | The Opportunity: The Paraplanner under Fisher Investments Europe''s UK New Business 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. The Day-to-Day: 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 PCA Group Adhere to the TandC 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 In... Permanent