Private Client Advice Associate
1 week ago
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 taxation, Inheritance Tax Planning and Lifetime Allowance Planning.As a PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor’s in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.The Day-to-Day: Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulationsComplete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperworkPartner with other internal groups to ensure smooth transition of casesWork on ad hoc group projects to help increase efficiencyUse MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reportsYour Qualifications: A University degree or equivalent combination of education/experienceExperience with financial planning and investment principles or industry exams preferableProduce quality work within a target timelineEager to work in an energetic, collaborative environment to support high-volume outputWhy Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
-
Private Client Advice Associate
4 weeks ago
United Kingdom Fisher Investments Full time €10,000The 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...
-
Private Client Solicitor
2 weeks ago
United Kingdom Birchrose Associates Full timePrivate Client Solicitor sought for Legal 500 Tier 1 and Chambers Band 1 ranked department of a leading London law firm. The Firm / Department Our client is a leading law firm renowned for their Private Wealth expertise, among other specialisms. They have over 500 employees but are not of the size whereby profit takes precedent over client care and...
-
Private Client Associate
2 weeks ago
United Kingdom BMA Recruitment Ltd Full timeAbout the Role:We are seeking a skilled Private Client Solicitor to join an award-winning, top-ranked law firm. In this role, you will provide expert legal advice to high-net-worth individuals on a range of private client matters, including wills, trusts, estate administration, and tax planning. This is an excellent opportunity for an ambitious solicitor...
-
Private Client Associate
2 weeks ago
United Kingdom BMA Recruitment Ltd Full timeAbout the Role:We are seeking a skilled Private Client Solicitor to join an award-winning, top-ranked law firm. In this role, you will provide expert legal advice to high-net-worth individuals on a range of private client matters, including wills, trusts, estate administration, and tax planning. This is an excellent opportunity for an ambitious solicitor...
-
Private Client Associate
7 days ago
United Kingdom BMA Recruitment Ltd Full timeJob Description:We are seeking an experienced Private Client Solicitor to join our dynamic legal team. The ideal candidate will have a strong background in wills, trusts, probate, and estate planning, with proven expertise in delivering tailored legal advice to a diverse client base. This role involves managing private client cases with precision, empathy,...
-
Private Client Senior Associate
3 months ago
United Kingdom Porter Dodson Full timeAbout Porter Dodson Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market...
-
Private Client Senior Associate
3 months ago
United Kingdom Porter Dodson Full timePorter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our...
-
Principal Associate Lawyer
2 weeks ago
united kingdom Swindale Parks Recruitment Full timeOur client, a Tier 1 Legal 500 Commercial Law firm, is seeking either a Senior Associate or Principal Associate Lawyer to join their Corporate & Private Equity firm. They operate a hybrid working model requiring your presence in the office (either Cardiff or London) once or twice per week.. You will work collaboratively with your clients, gaining an...
-
Private Client Solicitor 2-5PQE
2 weeks ago
United Kingdom Henderson Scott UK Full timeLegal 500 Ranked Law Firm Private Client Solicitor 2-5PQE Guildford My client is one of the largest legal practices in Surrey, and one of the South East's leading law firms, with a strong history and heritage. The firm's specialist teams undertake the full spectrum of legal work and deliver the highest level of client service. Clients...
-
Client Associate
5 months ago
United Kingdom Webrecruit Full timePsych Health Client Associate (Homebased) Administrator (Client Services) - Psych Health Psych Health is part of Health Partners Group Ltd, we are a nationwide provider of clinical psychology services offering a range of psychotherapeutic assessments and treatments, receiving referrals from GPs, Occupational Health professionals, employers and...
-
Private Client Solicitor
3 months ago
United Kingdom AJ Chambers ® Full timeAJ Chambers are recruiting for a highly motivated and experienced Private Client Solicitor to join a dynamic and growing legal practice in the heart of London. If you are passionate about providing excellent client care, have a proven track record in private client work and are seeking a new challenge, this could be the opportunity for you. ...
-
Private Client Tax Assistant Manager
2 weeks ago
united kingdom Cedar Full timePrivate Client Tax Assistant Manager - StaffordshireA leading firm is recruiting a Private Client Tax Assistant Manager to join its supportive and dedicated Tax team, delivering high standards of compliance and tax advice in a professional and consultative manner.The firm values its people as its greatest asset, providing a positive working environment where...
-
Private Client Solicitor
4 weeks ago
United Kingdom Fisher Investments Full time €10,000The 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 taxation, Inheritance...
-
Solicitor - Private Client
2 weeks ago
United Kingdom Capio Recruitment Full timeLocation: Sutton Salary: Dependent on Experience (DOE) (Open to NQ to Senior Solicitors) Note - You must be a qualified Solicitor/Chartered Legal Executive Are you ready to join a prestigious, Legal 500 law firm that stands out for its commitment to high-quality, high-net-worth private client work? Our client, a highly regarded firm with offices across...
-
Client Service Associate
4 weeks ago
United Kingdom AVOMIND Full timeAbout AVOMINDWe connect business leaders with experts who possess the knowledge they need. Our company is one of the fastest-growing global organizations, employing 1500+ colleagues from 60+ nationalities. We operate at the heart of the global knowledge economy, providing a suite of knowledge-on-demand services to investment funds, consultancies, Fortune 500...
-
Client Service Associate
3 weeks ago
United Kingdom AVOMIND Full timeAbout AVOMINDWe are a global leader in knowledge on-demand, connecting investors and business leaders with the knowledge they need to succeed.Our teams work from nine global cities, providing round-the-clock coverage to the world's top investment funds, consultancies, and Fortune 500s.Job Description: Client Service AssociateAs a Client Service Associate,...
-
Private Client Paralegal
4 weeks ago
United Kingdom Sellick Partnership Full timePrivate Client Paralegal Remote working or offices across the UK £(phone number removed) Private Client Paralegal is required to join a company which is the market leader for private client work. Due to an expansion of the estate planning team due to it's success, they are looking to recruit a Private Client Paralegal to assist its growing team. This...
-
Project Management for Private Markets
2 weeks ago
United Kingdom Selby Jennings Full timeCompany Overview A leading global fundraising boutique, specialising in real estate, infrastructure, private equity, and private credit funds. Very established with a strong track record of raising over $40 billion. Role Overview Senior Associate to join the Project Management team. This role offers an opportunity to be part of a dynamic, collaborative...
-
Trainee Solicitor
2 weeks ago
United Kingdom Capio Recruitment Full timeNote - You must be a qualified Solicitor/Chartered Legal Executive Are you ready to join a prestigious, Legal 500 law firm that stands out for its commitment to high-quality, high-net-worth private client work? Our client, a highly regarded firm with offices across the region, is looking for a skilled Private Client Solicitor to join their Sutton team....
-
Client Service Associate
3 weeks ago
United Kingdom AVOMIND Full timeAbout AVOMINDAVOMIND is the global leader in knowledge on-demand, connecting investors and business leaders with the knowledge they need to succeed.Job RoleAs a Client Service Associate, you will be the link between our clients and the expert knowledge they seek. Your work will be at the heart of what we do, requiring a client-first mindset and the ability...
