The Opportunity: The Paraplanning 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. Standard responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsReview prospective clients'' existing pension and investment bond arrangements to determine whether a transfer is suitableCreate and lead training for other groups within the firm as neededWork on ad hoc projects to improve the efficiency of the GroupAdhere 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/experienceLevel 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3+ years financial services experience requiredExperience working with accuracy and ability to organise/time-manageQuantitative in natureAbility to work under pressure and in a dynamic team environmentVery strong understanding of core Fisher portfolio management philosophies and Financial Planning principlesExceptional