Paraplanner
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Description
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 n…
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