Paraplanner
Fisher Investments
London, UKPosted about 4 hours agoDiscoveredMatch locked
Full TimeAccounting & Finance Jobs
About the role
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. Th
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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