Financial Planning Specialist

1 week ago


London, Greater London, United Kingdom Fisher Investments Full time
About the Position

We are seeking a highly skilled Financial Planning Specialist to join our UK New Business team. As a Financial Planning Specialist, you will play a key role in providing expert advice on investment and retirement planning to clients.

Your main responsibilities will include reviewing and formulating plans for clients with highly specialised situations, creating and leading training for other groups within the firm as needed, and working on ad hoc projects to improve the efficiency of PCA Group.

To be successful in this role, you will need a strong understanding of core Fisher portfolio management philosophies and Financial Planning principles, as well as exceptional communication and interpersonal skills.

A salary of £65,000 - £85,000 per annum, depending on experience, is offered, along with a range of benefits including a gym subsidy of up to £50 per month, Employee Assistance Program, and a collaborative working environment that practises ongoing training and educational support.



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