Private Client Advice Associate

Fisher Investments; City of Westminster; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global investment firm is seeking a professional for the Private Client Advice group to evaluate client goals and provide financial planning advice. Responsibilities include preparing proposals, tax analyses, and collaborating internally for smooth case transitions. Ideal candidates will have a university degree, experience with financial planning, and the ability to produce quality work. This role offers comprehensive benefits including paid medical premiums, generous leave, and a pension plan.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave

Enhanced maternity pay

$10,000 family-forming benefit

9% company contribution to pension plan

Gym subsidy up to £50/month

Employee Assistance Program

Qualifications

• Must have a university degree or equivalent experience.
• Experience with financial planning and investment principles is preferred.
• Ability to produce quality work within target timelines.

Responsibilities

• Prepare written proposals based on client information and analysis.
• Complete tax wrapper analyses and prepare necessary paperwork.
• Partner with internal groups for case transitions.

Skills

Financial planning

Investment principles

MS Access

Excel (complex functions)

Written communication

Education

University degree or equivalent

Tools

Adobe

Word

Job description

The Opportunity:

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.

The Day-to-Day:

• 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

Your 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

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