Career Opportunities in Investment Counselling

2 weeks ago


London, Greater London, United Kingdom Fisher Investments Full time

We are seeking a highly skilled and experienced Investment Counsellor to join our team at Fisher Investments.

About Us

Fisher Investments is a global investment management firm that prioritizes client satisfaction and provides personalized service. Our employees are the key to achieving our goal of exceptional service, and we invest in their growth and development through ongoing training and education.

Job Description

As an Investment Counsellor, you will be responsible for helping clients with relationship management, including operational inquiries, reporting, and other tasks. You will also assist in producing reports based on the current situation of prospective clients. Your role will involve working closely with the Client Service Team Leader who will provide guidance and support throughout your on-the-job training and professional development.

Required Skills and Qualifications

To be successful in this role, you will need:

  • Native or fluent Swedish and English skills;
  • Ability to communicate effectively with a wide range of audiences via phone and email;
  • Commitment to delivering high-quality work within tight deadlines.
Benefits

We offer a comprehensive benefits package, including:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents;
  • 28 days of annual leave, with the option to purchase up to 3 additional days per year, plus 8 paid holidays;
  • Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees;
  • A competitive $A retirement pension plan featuring a 9% company contribution of base pay, plus an additional company match of up to 5% of base pay on personal contributions;
  • Gym subsidy of up to £50 per month;
  • Employee Assistance Program and other emotional wellbeing services;
  • A collaborative working environment that prioritizes ongoing training, educational support, and employee appreciation events.
Compensation and Salary

The estimated salary for this position is $AUD 80,000 - $120,000 per annum, depending on experience and qualifications.



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