Investment Advisory Professional

1 week ago


London, Greater London, United Kingdom Fisher Investments Full time
Job Description

The Investment Advisory Professional will be responsible for providing expert advice on investment and retirement planning to clients, utilising their extensive knowledge of financial markets and regulatory requirements.

Key responsibilities include evaluating prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation, reviewing prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable, and adhering to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.

A University degree or equivalent combination of education/experience is required, along with a Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.

A salary of £70,000 - £90,000 per annum, depending on experience, is offered, along with a range of benefits including 8 paid holidays, Enhanced maternity pay package, and 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.



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