Senior Financial Services Professional

1 week ago


Fenchurch St, United Kingdom Fisher Investments Full time

Fisher Investments Europe is the European subsidiary of a leading investment management firm, providing professional discretionary portfolio management services to high net worth individuals and institutions.

The company is looking for a Finance Intern to assist its Private Client Advice teams in supporting its rapidly expanding business.

The Opportunity

This internship offers an excellent opportunity for anyone looking to start a career in financial services. As an intern, you will be involved in helping balance team workflow generated by Private Client Directors and assisting with administrative tasks.

You will also support members of the team with various requests, prepare materials for client proposals, and gain an in-depth understanding of the industry and a firm that is expanding rapidly.

Responsibilities
  • Liaise with external parties to gather information on prospective clients' current investments
  • Prepare resources for prospective client meetings
  • Produce reports of prospective clients' current investments with outside providers
  • Help review client profiles, identify cash flow requirements, current assets, and potential account structures based on funding sources
  • Prepare and send resources to current clients
  • Assist in formulating elevations for senior management
  • Run cash flow and portfolio simulations for inclusion in proposals
  • Contact losing providers for plan information
Requirements
  • Strong oral and written articulation skills
  • Ability to collaborate well within a team
  • Will-do attitude, responsibility, accountability, and drive
  • Efficiency and coordination
  • High reliability and accuracy
  • Keen interest in the financial services industry

**Estimated Salary:** £30,000 - £40,000 per annum, depending on experience and qualifications

Fisher Investments Europe distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. You can feel confident knowing that we align with our clients' best interests using a simple and transparent fee structure and recognized European custodians.

We offer an array of benefits, including:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave (pro rata), 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
  • A retirement pension plan featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events


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