Senior Investment Advisor
1 week ago
Fisher Investments Europe is a leading financial services company that prioritises its clients' best interests. As a Senior Investment Advisor, you will play a crucial role in providing expert advice to existing UK clients.
Key Responsibilities- Offer ongoing financial guidance on various topics, including pensions and retirement planning, inheritance tax, and tax-efficient cash flow strategies.
- Review and optimise investments for clients, ensuring they are suitable for their needs.
- Provide expert advice over the phone, via email, and through face-to-face meetings, with opportunities for personal development and certification within the global asset management firm.
- A university graduate or equivalent combination of education/experience.
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
- Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
We distinguish ourselves by putting our clients first, offering unmatched service, and taking a personalised approach to investing. Our top-tier supplemental medical, dental, and annual health screening plans are paid in full for employees and their qualified dependents.
Our benefits package includes:
- 100% paid premiums for medical, dental, and annual health screening plans.
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 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.
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