Overview
Fisher Investments Europe is looking for a motivated Financial Planner to join our growing Private Client Advice group. It is a "hybrid" role that involves providing in person, telephone and written advice to existing Clients of Fisher Investments.
The Opportunity:
The Private Client Advice group provides regulated financial advice to more than 7,500 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm.
The Day-to-Day:
Provide ongoing financial advice covering a broad range of topics:
Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice
Inheritance tax and Estate Planning
Tax-efficient cash flow strategies using cash-flow analyses
Optimise Investments – Reviewing suitability of investment wrappers
Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
Your Qualifications:
University graduate or equivalent combination of education/experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Level 6/Chartered status would be attractive but not essential
Genuine desire to provide a high standard of advice and service to clients
Manage complexity and coordinate across several departments under strict timelines
You are engaging and can connect with a wide array of audiences by phone and email
Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
