Senior Paraplanner – Portfolio Advice & Structuring

Fisher Investments Europe is seeking a Paraplanner to join the UK New Business team in London. You will analyse prospective client portfolios to provide regulated advice on pensions, bond surrenders, investment tax and structure suitability. Report to your Team Leader and write suitability reports.

Responsibilities include evaluating objectives, reviewing plans for complex cases, and creating training for other groups. Compliance with F&P assessments is required.

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