Investment Support Specialist
3 weeks ago
We are seeking a skilled Investment Support Specialist to join our growing team at Fisher Investments Europe. As an integral member of our team, you will provide essential support to our Private Client Directors, enabling them to deliver exceptional service to our clients.
Job Description:
- Support Private Client Directors in preparing for client meetings
- Collaborate with external parties to gather client data
- Review client profiles, focusing on cash flow requirements and potential account structures
- Ensure compliance with all procedures
- Develop strong working relationships with Financial Planning and Portfolio Evaluation departments
What You'll Need:
- A university degree or equivalent combination of education and experience
- Excellent analytical and problem-solving skills
- Ability to work under pressure and meet deadlines
- Strong communication and interpersonal skills
About Our Company:
Fisher Investments Europe is committed to delivering exceptional service and results for our clients. We believe in fostering a collaborative and supportive environment, where our employees can grow and thrive. To support this, we offer a comprehensive benefits package, including:
- Top-tier medical, dental, and health screening plans
- Generous annual leave and holiday entitlement
- Maternity pay package and fertility benefit
- A retirement pension plan with company contributions
- Ongoing training and educational support
Salary: £40,000 - £55,000 per annum (dependent on location and experience)
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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