Private Client Advice Associate

6 days ago


Fenchurch St, United Kingdom Fisher Investments Full time
{"The Opportunity": "

At Fisher Investments Europe, we're seeking a skilled Private Client Advice Associate to join our team. As a PCA Associate, you'll play a crucial role in evaluating client and prospect goals, risk profiles, and current investment strategies to determine suitable asset allocation and benchmark recommendations.

"}, {"Day-to-Day": "

As a PCA Associate, your day-to-day responsibilities will include preparing and formatting written proposals, conducting tax wrapper analyses, and partnering with internal groups to ensure smooth case transitions.

"}, {"Your Qualifications": "

To succeed in this role, you'll need a University degree or equivalent combination of education/experience, as well as experience with financial planning and investment principles or industry exams.

"}, {"Why Fisher Investments Europe": "

We're committed to putting our clients first and providing unmatched service. Our team is passionate about delivering personalized investment solutions, and we're looking for like-minded individuals to join us.

"}

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