Development Manager

Fisher Asset Management, LLC; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the City Of London is seeking a PCA Associate to evaluate client goals and provide regulated financial advice. You will support team members by preparing detailed proposals and analyses, while working collaboratively to enhance efficiency. The ideal candidate will hold a university degree and have experience in financial planning, eager to support a high-volume output environment. The role includes competitive benefits such as health coverage, generous leave, and a retirement plan.

Benefits

100% paid medical and dental premiums

28 days annual leave

Enhanced maternity pay

$10,000 family-forming benefit

9% pension contribution

Gym subsidy

Employee Assistance Programme

Qualifications

• University degree or equivalent experience is required.
• Experience in financial planning and investment principles is preferred.
• Ability to produce quality work within target timelines.

Responsibilities

• Prepare and format proposals by collecting client information.
• Complete analyses for bond surrenders and prepare necessary paperwork.
• Partner with other internal groups for case transitions.
• Work on ad-hoc projects to increase efficiency.
• Use software tools to customize and produce detailed reports.

Skills

Financial planning

Investment principles

Data analysis

MS Access

MS Excel

MS Word

Education

University degree or equivalent

Tools

Adobe

Job description

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 counsellors 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.

Day‑to‑Day Responsibilities

• 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 simulations.
• Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork.
• Partner with other internal groups to ensure smooth transition of cases.
• Work on ad‑hoc group projects to help increase efficiency.
• Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports.

Qualifications

• A University degree or equivalent combination of education/experience.
• Experience with financial planning and investment principles or industry exams preferable.
• Produce quality work within a target timeline.
• Eager to work in an energetic, collaborative environment to support high‑volume output.

Benefits

• 100% paid premiums for our top‑tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
• 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 Programme and other emotional wellbeing services.
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events.