Financial Planner

Fisher Investments UK; Greater London; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Medical and dental plans

Health screening

Annual leave (28 days + 3)

Fertility and family-forming benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Hybrid work option (subject to role)

Job summary

Fisher Investments Europe is seeking a Private Client Advisor to provide regulated financial advice to its UK client base. You will handle pensions, ISAs, General Investment Accounts, investment wrappers and trusts, with some face-to-face client meetings as you grow in the role.

You will work under a Team Leader and have opportunities for certification within the firm’s global asset management framework. The role emphasizes high-quality service and compliant delivery.

Qualifications

• University graduate or equivalent with client facing experience.
• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
• Level 6/Chartered status would be attractive but not essential.
• Genuine desire to provide high standard of advice and service.
• Able to manage complexity and coordinate across departments under tight timelines.
• Engaging communicator with clients via phone and email.
• Excellent organisational skills and diary management.
• Knowledge of Inheritance Tax Planning and Defined Contribution pensions.

Responsibilities

• Provide ongoing financial advice to existing and prospective clients on pensions, ISAs, GIA, investment bonds and trusts.
• Offer advice over the phone and in writing, with some face-to-face meetings as you progress.
• Support tax-efficient cash flow strategies and investment wrapper review for tax efficiency.
• Coordinate across departments to deliver regulated financial planning services under timelines.

Skills

Diploma in Financial Planning

Client facing experience

Excellent organisation

Phone & email communication

Education

University degree or equivalent

Job description

Overview

The Opportunity:

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. 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 & drawdown advice
  • Inheritance tax and Estate Planning, including of trust planning
  • Tax-efficient cash flow strategies using cash-flow analyses
  • Optimise Investments - 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 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
• 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 email
• 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 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 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 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.

*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