The Opportunity: The Senior Paraplanner under Fisher Investments Europe''s UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Review and formulate plans for clients with highly specialised situations. Review clients'' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the TandC scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regu