Private Client Advice Associate

1 week ago

London, Greater London, United Kingdom Fisher Investments Full time $10,000

The Opportunity:

Fisher Investments Europe is seeking a skilled Private Client Advice Associate to join their team. As a key member of the Private Client Advice group, you will play a vital role in evaluating client and prospect goals, risk profiles, current investment strategies, and structures to determine suitable asset allocation and benchmark recommendations. You will provide regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning, and Lifetime Allowance Planning.

As a PCA Associate, you will support other team members, Analysts, Tied Agents, and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients. You will learn to use data and insights to guide your recommendations and report to your Team Leader who will aid in your professional development and job training.

The Day-to-Day:

You will prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on existing assets and running portfolio simulations. You will also complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork. Additionally, you will partner with other internal groups to ensure smooth transition of cases and work on ad hoc group projects to help increase efficiency.

Your Qualifications:

A University degree or equivalent combination of education/experience is required. Experience with financial planning and investment principles or industry exams is preferable. You must be able to produce quality work within a target timeline and be eager to work in an energetic, collaborative environment to support high-volume output.

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. We align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. Our employees are our greatest asset, and we offer an array of benefits, including 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans, 28 days annual leave, and 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.

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