Portfolio Management Consultant
6 days ago
We are seeking a highly skilled Portfolio Management Consultant to join our team at Fisher Investments. This is an exceptional opportunity for a professional with expertise in financial planning and portfolio management to contribute to our success.
Job SummaryThe successful candidate will be responsible for evaluating prospective client portfolios and providing regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and structure suitability. Key responsibilities include formulating asset allocation recommendations, writing suitability reports, and reviewing clients' existing pension and investment bond arrangements.
Key Responsibilities:- 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
To be considered for this role, you should have a University degree or equivalent combination of education/experience. A Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma is preferable. You should also have 3+ years financial services experience, with a strong understanding of core Fisher portfolio management philosophies and Financial Planning principles.
BenefitsThis role offers a competitive salary of $80,000 - $110,000 per annum, depending on experience. You will also have access to a range of benefits, including opportunities for professional development and a dynamic work environment.
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