New todayPermanent

Paraplanner

🏢 Fisher Investments|📍 London Eng
Salary
Not specified
Posted
Yesterday
Closes
9 Nov
Applications
none

About this 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. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow…

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Key skills mentioned

ManagementDegreeLeadReportingCompliance

Paraplanner job market in London Eng

Live vacancies
10
Salary range
£37,500 – £47,500
Typical salary
£40,000
Most common
Permanent
Other employers hiring paraplanners in London Eng:
Mattioli WoodsAdvancing PeopleRecruit Wealth LtdKings Permanent Recruitment LtdYour Mortgage Recruiter Office Angels

Based on 10 live paraplanner vacancies in London Eng, updated daily.

Apply for this role

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