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Financial Planner

2 months ago

London, Greater London, United Kingdom Fisher Investments Full time

Fisher Investments Europe is seeking a skilled Financial Planner to join its Private Client Advice group. This role involves providing expert financial advice to existing clients, leveraging a range of financial products and services.

The Opportunity:

The Private Client Advice group serves over 7,500 existing UK clients, providing regulated financial advice. As a Financial Planner, you will work closely with clients to understand their financial goals and develop tailored advice to help them achieve their objectives.

The Day-to-Day:

  • Provide ongoing financial advice on a broad range of topics, including pensions, retirement planning, inheritance tax, and tax-efficient cash flow strategies.
  • Review and optimize clients' investment portfolios, ensuring they are suitable for their individual needs.
  • Communicate with clients through various channels, including phone, email, and face-to-face meetings.

Your Qualifications:

  • University graduate or equivalent combination of education/experience.
  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
  • Level 6/Chartered status desirable but not essential.
  • Strong desire to provide high-quality advice and service to clients.
  • Ability to manage complexity and coordinate across multiple departments under tight deadlines.
  • Engaging communication skills, with the ability to connect with a wide range of audiences.
  • Detailed knowledge of inheritance tax planning and defined contribution pensions.

Why Fisher Investments Europe:

Fisher Investments Europe is a global organization that prioritizes client interests, providing unmatched service and a personalized approach to investing. Our fee structure is transparent, and we use recognized European custodians to ensure the security of our clients' assets.

We offer a range of benefits to support our employees' long-term goals, including:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans.
  • 28 days 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.
  • $10,000* fertility, hormonal health, and family-forming benefit.
  • A retirement pension plan, featuring a 9% company contribution of base pay, with 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.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER