Investment Planning Specialist

3 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Exciting Job Opportunity:

Join Our Team:

We are currently seeking an Investment Planning Specialist to join the UK New Business team at Fisher Investments. In this role, you will be responsible for analysing prospective client portfolios and providing regulated advice on pension transfers, investment taxation, and more.

Key Responsibilities:

  • Evaluate client objectives, portfolio holdings, and financial situation to determine suitable asset allocation recommendations.
  • Review and formulate plans for clients with specialized situations.
  • Assess pension and investment bond arrangements for suitability.
  • Lead training sessions for internal teams.
  • Collaborate on projects to enhance operational efficiency.
  • Ensure compliance with regulatory standards.

Requirements:

  • University degree or equivalent experience.
  • Financial services experience (3+ years).
  • Qualification in Financial Planning or Investment Advice preferred.
  • Strong organisational and time management skills.
  • Ability to work under pressure in a team environment.
  • Understanding of portfolio management and financial planning principles.
  • Excellent client suitability knowledge.

Why Choose Fisher Investments:

Fisher Investments distinguishes itself by prioritizing client interests, providing exceptional service, and offering transparent investment solutions. Employees enjoy a range of benefits, including premium health plans, generous leave policies, retirement benefits, and more.

*Offer may vary for employees outside the US.

We value diversity and collaboration at Fisher Investments. If you are driven by results and a commitment to excellence, we invite you to join our team and make a positive impact in the world of investments.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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