Financial Planner

code4; Epsom and Ewell; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Financial Planner to deliver tailored financial advice to clients on pensions, ISAs, and investment strategies. The successful candidate will manage complex client needs with a strong emphasis on delivering high-quality service. Benefits include generous leave, health plans, and a retirement pension plan. This role is primarily in-office in Epsom and Ewell, promoting a collaborative work environment.

Benefits

28 days annual leave plus paid holidays

Health screening plans

Enhancements to maternity pay

Gym subsidy of up to £50

Retirement pension plan with company contributions

Qualifications

• University graduate or equivalent combination of education and a competent level of client facing experience.
• Genuine desire to provide a high standard of advice and service to clients.
• Detailed knowledge of Inheritance Tax Planning and current legislation.

Responsibilities

• Provide ongoing financial advice to existing and prospective clients.
• Manage complexity across several departments under strict timelines.
• Provide advice to clients over the phone and in writing.

Skills

Client relationship management

Tax-efficient cash flow strategies

Inheritance Tax Planning

Organisational skills

Education

University degree or equivalent

Level 6/Chartered status

Job description

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts.license There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm.

The Day-to-Day

• Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
  • Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice
  • Inheritance tax and Estate Planning, including of trust planning
  • Tax-efficient cash flow strategies using cash-flow analyses
  • Optimise Investments –ilen Reviewing suitability of investment wrappers and optimising tax efficiency
• Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Your Qualifications

• University graduate or equivalent combination of education and a competent level of client facing experience
• Level 6/Chartered status would be attractive but not essential
• Genuine desire to provide a high standard of advice and service to clients
• Manage complexity and coordinate across several departments under strict timelines
• You are engaging and can connect with a wide array of audiences by phone and emailення
• Exceptional organisational skills, effective diary management and adhering to deadlines
• Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation

Why 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 adat 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 Anthropology 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 (Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.)
• 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
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Financial Planner • Epsom and Ewell, United Kingdom