Private Client Advice Associate

Fisher Investments UK; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A global investment firm in Greater London seeks a PCA Associate to provide regulated financial advice and support to clients. The role involves preparing proposals, conducting tax analyses, and collaborating with internal teams to ensure smooth transitions. Candidates should have a university degree and experience in financial planning. This position offers benefits like paid medical premiums and a retirement pension plan. The work environment is energetic and encourages ongoing training. This role is primarily in-office with potential for hybrid options.

Benefits

100% paid medical premiums

28 days annual leave

Enhanced maternity pay package

$10,000 fertility benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Ongoing training and events

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.

Responsibilities

• Prepare and format written proposals by collecting client information.
• Complete tax wrapper analyses for bond surrenders.
• Partner with other internal groups to ensure smooth transitions.
• Use MS Office tools to produce detailed reports.

Skills

Financial planning

Investment principles

Analytical skills

Collaborative work

Education

University degree or equivalent experience

Tools

MS Access

MS Word

MS Excel

Adobe

Job description

Overview

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.

As a PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor’s in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

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