Senior Investment Advisor

1 week ago


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

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.
Your Qualifications and Skills
  • 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.
About Fisher Investments Europe

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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