Fisher Investments
London, GB · On-site · Full-time
Paraplanner
₹50.4L – ₹50.4LPosted 25 days ago
- Location
- London, GB
- Work mode
- On-site
- Employment
- Full-time
- Salary
- ₹50.4L – ₹50.4L
- Experience
- Mid-level · 2–5 yrs
- Education
- bachelor's
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…
Fisher Investments
Posted via Adzuna
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