Investment Planning Specialist

3 weeks ago


London, Greater London, United Kingdom Fisher Investments Full time
About Fisher Investments Europe:

We differentiate ourselves by putting clients first, providing unparalleled service, and adopting a tailored approach to investing. You can feel confident knowing that we align with our clients' best interests through a simple and transparent fee structure and recognised European custodians.

Job Summary:

This role involves analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and suitability.

Your Key Responsibilities:
  • Evaluate prospective clients' objectives, portfolio holdings, time horizon, cash flow requirements, and financial situation to determine a suitable asset allocation recommendation
  • Review and formulate plans for clients with highly specialised situations
  • Assess existing pension and investment bond arrangements to determine whether a transfer is suitable
  • Develop and lead training sessions for colleagues as needed
  • Work on ad hoc projects to improve the efficiency of PCA Group
Your Qualifications:
  • A university degree or equivalent combination of education and experience
  • CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma is preferable
  • Minimum 3 years of experience in financial services
Why Work With Us?
  • 100% coverage for top-tier medical, dental, and annual health screening plans for employees and their dependents
  • 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 8 paid holidays
  • Enhanced maternity pay package, including 16 weeks of top-up pay at full base rate 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 5% match on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative work environment that fosters ongoing training, educational support, and employee appreciation events

Estimated salary: £60,000 - £80,000 per annum


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