Financial Planner

3 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Exciting Career Prospect:

Become Part of Our Organization:

We are actively looking for a Financial Planner to become a member of our European New Business division at Fisher Investments. In this role, you will be tasked with evaluating potential client portfolios and delivering regulated guidance on retirement transitions, investment taxation, and additional financial matters.

Core Duties:

  • Analyze client goals, asset holdings, and financial circumstances to provide appropriate asset allocation strategies
  • Develop and strategize plans for clients with unique financial situations
  • Review pension and investment bond structures for appropriateness
  • Conduct training workshops for internal staff
  • Collaborate on initiatives to improve operational effectiveness
  • Ensure adherence to regulatory requirements

Qualifications:

  • Bachelor's degree or equivalent professional experience
  • Experience in financial services (3+ years)
  • Certification in Financial Planning or Investment Advisory preferred
  • Strong organizational and time management abilities
  • Capability to perform under pressure in a collaborative environment
  • Knowledge of portfolio management and financial planning concepts
  • Excellent understanding of client suitability

Why Join Fisher Investments:

Fisher Investments stands out by focusing on client needs, delivering outstanding service, and providing clear investment options. Our employees benefit from a variety of perks, including comprehensive health plans, generous leave policies, retirement benefits, and more.

*Benefits may differ for employees outside the US.

We embrace diversity and teamwork at Fisher Investments. If you are motivated by results and a dedication to excellence, we encourage you to become part of our team and contribute positively to the investment landscape.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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