Financial Planner

Fisher Investments; London; Hybrid; GBP 30,000 - 55,000; Full time

Job summary

Fisher Investments is seeking a motivated Financial Planner in London. This hybrid role requires providing personalized financial advice to existing clients, focusing on pensions, investment strategies, and estate planning. Successful candidates will receive comprehensive benefits and opportunities for professional growth within a client-centric environment.

Benefits

100% paid medical and dental premiums

28 days annual leave plus paid holidays

Enhanced maternity pay package

Retirement pension plan with company match

Gym subsidy of up to £50 per month

Qualifications

• University graduate or equivalent.
• Knowledge of Inheritance Tax Planning and Defined Contribution pensions.
• Ability to manage complexity across departments.

Responsibilities

• Provide ongoing financial advice on pensions and retirement planning.
• Advise on inheritance tax and estate planning.
• Conduct financial reviews with clients via phone and in person.

Skills

Communication

Client Relationship Management

Financial Analysis

Education

University degree or equivalent

Level 6/Chartered status

Job description

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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 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) 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 covering a broad range of topics:
• Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice
• Inheritance tax and Estate Planning
• Tax-efficient cash flow strategies using cash-flow analyses
• Optimise Investments – Reviewing suitability of investment wrappers
• 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/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 email
• Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions

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

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.