Financial Planner

4 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Financial Planner Opportunity

Fisher Investments Europe is seeking a skilled Financial Planner to provide high-quality advice to our clients. As a key member of our Private Client Advice group, you will work closely with our team to deliver exceptional service and support.

The Role

As a Financial Planner, you will be responsible for:

  • Providing ongoing financial advice to clients, covering a range of topics including pensions, investments, and tax planning
  • Reviewing and optimising clients' investment portfolios to ensure they are aligned with their goals and risk tolerance
  • Developing and implementing comprehensive financial plans to help clients achieve their objectives
  • Collaborating with other teams to ensure seamless delivery of services to clients
Requirements

To be successful in this role, you will need:

  • University graduate or equivalent combination of education/experience
  • Level 4 qualification in Financial Planning or a related field
  • Strong knowledge of financial products and services, including pensions, investments, and tax planning
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
Why Fisher Investments Europe?

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional service and support to our clients, and we are looking for like-minded individuals to join us.

As a Financial Planner with Fisher Investments Europe, you will have access to a range of benefits, including:

  • Competitive salary and bonus structure
  • Opportunities for professional development and training
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance

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