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Investment Advice Consultant
2 months ago
The Opportunity:
We are seeking a highly skilled Financial Planning Analyst to join our UK New Business team at Fisher Investments Europe. As a key member of our team, you will be responsible for analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and structure suitability.
The Day-to-Day:
- Evaluate prospective 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 prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
- Create and lead training for other groups within the firm as needed
- Work on ad hoc projects to improve the efficiency of PCA Group
- Adhere to the T&C 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 Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
- 3+ years financial services experience required
- Experience working with accuracy and ability to organise/time-manage
- Quantitative in nature
- Ability to work under pressure and in a dynamic team environment
- Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles
- Exceptional understanding of client suitability
- It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role
Why Fisher Investments Europe:
Fisher Investments Europe is a global organisation that puts clients first, providing unmatched service, and taking a personalised approach to investing. Our team is dedicated to helping our employees meet their long-term goals, and 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
We take great pride in our inclusive culture. Success at Fisher Investments is motivated by results, a collaborative mindset, and a commitment to accomplishing great things. If you are ready to do that, we are ready for you.
- Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
