Private Client Advice Associate

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...

The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person...

The Opportunity: As a Danish Client Service Investment 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...

The Opportunity: As a Norwegian 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...

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...

The Opportunity: As a Spanish 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...

The Opportunity: As a Swedish 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...

The Opportunity: As a Dutch 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...

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 Content Group produces different materials to support our global client service, marketing and sales efforts. These materials include written materials (articles, custom presentations and brochures), talking points, website content, multimedia content and more. The International Content Team specialises in supporting our non-US client...

The Opportunity: As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this...

The Regional Junior Sales Associate (JA) will provide support and assistance to the Regional Sales Associate team throughout the year, particularly during high volume periods. The JA will be responsible for helping members of the team with administrative tasks and help deal with requests from our Private Clients Directors. The JA role will typically run for...

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...

Key ResponsibilitiesWe are seeking a Private Client Associate to play a pivotal role in supporting our Financial Advisers through the delivery of suitability reports and the acquisition of prospective clients.To produce comprehensive, accurate and clear Suitability Reports on a wide variety of topics including Pensions, Investments, Retirement, Inheritance...

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...

Overview The Opportunity: At Fisher Investments Europe, our Private Client Advice group plays a vital role in helping clients and prospects achieve their financial goals. As a PCA Associate, you will support the team in evaluating client risk profiles, current investment strategies, and structures to determine suitable asset allocation and benchmark...

About the RoleFisher Investments is seeking a talented and ambitious Private Client Advice Specialist to join our European team. As a key member of our Private Client Advice (PCA) group, you will be responsible for evaluating client and prospect goals, risk profiles, and current investment strategies to determine suitable asset allocation and benchmark...

Private Client Senior Associate OpportunityWe are seeking a highly skilled and experienced Private Client Senior Associate to join our team in Sevenoaks, Kent.This is an exciting opportunity to work with a top 50 firm that is ranked Tier 1 for their work in Private Client across all their current geographic areas.The role will involve advising on and...

**Private Client Tax Associate Director Opportunity**We are seeking an experienced Private Client Tax Associate Director to join our pre-eminent private client advisory team in London.This team focuses on advising the most influential private clients and families, including single family offices, international families, and inward investors, on all of their...

About the Role:We are seeking an experienced Associate to join our thriving private client team in London. As a key member of the team, you will be responsible for handling complex Court of Protection cases and providing expert advice to clients.The ideal candidate will have a strong background in private client law, with 4-8 years of PQE experience. A...