Paraplanner: Portfolio Analysis & Regulated Advice
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-14
Listing for:
Fisher Investments
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading investment firm in Greater London seeks a Paraplanner to advise on pension transfers, investment taxation, and portfolio suitability. This role involves evaluating client situations, formulating asset allocation recommendations, and ensuring compliance with regulatory standards. Candidates should have a university degree and a Level 4 CII Qualification in Financial Planning. This position offers the opportunity to lead training sessions and work on projects to enhance team efficiency.
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