Investment Planning Specialist

About Fisher Investments EuropeFisher Investments Europe is a leading investment firm serving high-net-worth individuals across Europe. We are part of a global asset management organisation with significant growth over the past decade, and we're now seeking a motivated individual to start their career in the investment management industry.The OpportunityAs a...

OverviewFisher Investments Europe is a European subsidiary of the global investment management firm, Fisher Investments. The company provides professional discretionary portfolio management services for high net worth private clients and preeminent institutions.Job SummaryWe are seeking a Finance Intern to support our Private Client Advice teams and...

About the OpportunityFisher Investments is seeking a Senior Investment Director to join our team, responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads.Job DescriptionAs a key member of our sales team, you will be working closely with portfolio management and client service groups to gather new clients and assets for...

Planning and Construction SpecialistAldwych Consulting Ltd is looking for a Planning and Construction Specialist to join their team. The successful candidate will be responsible for creating and managing construction programmes, engaging with stakeholders, and analysing potential programme risks.The role involves creating detailed activity-based lists of...

We are seeking a highly motivated and enthusiastic Dutch Client Service Associate to join our team in Europe. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Our ideal candidate will have strong communication skills, both written and...

Fisher Investments Europe is looking for a motivated Financial Planner to join our growing Private Client Advice group. It is a "hybrid" role that involves providing in person, telephone and written advice to existing Clients of Fisher Investments. The Opportunity: The Private Client Advice group provides regulated financial advice to more than 7,500...

The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment...

We are seeking a highly skilled Senior Financial Planner to join our Private Client Advice group, providing regulated financial advice to our existing UK clients.The Private Client Advice group offers a unique opportunity to work with a broad range of financial products, including pensions, ISAs, General Investment Accounts, investment bonds, and trusts.As a...

The Opportunity:We are seeking a skilled Norwegian Client Service Associate to join our team at Fisher Investments Europe.As a Norwegian Client Service Associate, you will play a key role in our client service team, managing daily tasks and collaborating with other teams to deliver exceptional service to our clients.The Day-to-Day:Your responsibilities will...

The UK Financial Services Sales Professional role at Fisher Investments presents an exciting opportunity to grow your career in a dynamic sales environment. You will be responsible for cultivating relationships with high-net-worth individuals and helping them achieve their financial goals through our investment strategies.**Job Overview**Fisher Investments...

The Opportunity: At Fisher Investments, we're looking for a skilled Swedish Client Service Associate to join our dynamic team. As a key member of our client service team, you'll be responsible for managing daily tasks, improving processes, and proposing innovative solutions. Our evaluation processes are based on meritocracy, and we invest heavily in employee...

Fisher Investments Europe is the European subsidiary of a leading investment management firm, providing professional discretionary portfolio management services to high net worth individuals and institutions.The company is looking for a Finance Intern to assist its Private Client Advice teams in supporting its rapidly expanding business.The OpportunityThis...

Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Mercia Group. The successful candidate will be responsible for providing expert technical support and guidance in the field of audit and accounting.About the RoleThis is a permanent opportunity that offers a competitive salary of &65,000 - &75,000 per annum, plus...

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...

About the RoleWe are seeking a highly motivated and driven individual to join our team as a Financial Sales Professional Development Opportunity. This is an exciting chance to launch your career in financial sales and progress to further roles.Job OverviewThis internship program provides a comprehensive training experience, covering the basics of the...

Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will...

The Opportunity:As a Danish Client Service Investment Associate, you will be part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. This company prioritises meritocracy and invests in employee development to help progression and growth within the firm.We base your evaluation performance on meritocracy...

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with...

The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to...