Private Client Advisor: Regulated Wealth Planning & Portfolios

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

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.