Financial Planner - Pensions, Inheritance & Investments

Fisher Investments; Greater London; Presencial; GBP 50 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Top-tier private medical & dental

Annual health screening for employees

28 days annual leave (+ purchase up to

Fertility & family-forming benefit

Employer pension 9% + match up to 5%

Gym subsidy up to £50/month

Employee assistance program

Resumo da oferta

Fisher Investments Europe is seeking a client-facing financial adviser to provide regulated advice to UK clients. You will handle pensions, ISAs, GIA, investment bonds and trusts, and have opportunities for development and certification within our global asset management firm.

The role involves advising clients by phone and email, with some face-to-face meetings as you grow within the position. Level 4 Diploma in Financial Planning is required; Level 6/Chartered status is welcome but not

Qualificações

• 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 a high standard of advice and service to clients.
• Manage complexity and coordinate across departments under strict timelines.
• Engaging and can connect with audiences by phone and email.
• Exceptional organisational skills and diary management.
• Knowledge of Inheritance Tax Planning and Defined Contribution pensions; up-to-date on legislation.

Responsabilidades

• Provide ongoing financial advice to existing and prospective clients on pensions, investments and tax considerations.
• Assist with retirement planning, drawdown advice and estate planning.
• Advise on inheritance tax planning and trusts where appropriate.
• Analyse cash flow and tax-efficient strategies for clients.
• Communicate advice by phone and writing; conduct face-to-face meetings as needed.

Conhecimentos

Client communication

Organisational skills

Phone & email advisory

Stakeholder coordination

Formação académica

Diploma in Financial Planning (Level 4)

Bachelor's degree or equivalent

Level 6 / Chartered status (attractive)

Descrição da oferta de emprego

Fisher Investments Europe is seeking a client-facing financial adviser to provide regulated advice to UK clients. You will handle pensions, ISAs, GIA, investment bonds and trusts, and have opportunities for development and certification within our global asset management firm.

The role involves advising clients by phone and email, with some face-to-face meetings as you grow within the position. Level 4 Diploma in Financial Planning is required; Level 6/Chartered status is welcome but not