Private Client Advisory & Compliance Analyst

Fisher Asset Management, LLC; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking qualified candidates for a role requiring expertise in financial planning. Responsibilities include providing feedback on training programs, discussing process improvements, and managing client relationships. Candidates should be university graduates with relevant qualifications and a strong understanding of financial planning principles. This position offers comprehensive benefits including health coverage, annual leave, and a retirement plan.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave plus paid holidays

Retirement pension plan with company contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• University graduate or equivalent combination of education/experience.
• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
• Dynamic people skills to provide efficient service to clients.

Responsibilities

• Provide feedback to the Training Program Manager on improvement areas.
• Discuss process improvements with management.
• Attend meetings to discuss identified themes and suggest improvements.

Skills

Strong understanding of financial planning principles

Dynamic people skills

Ability to explain complex issues

Education

University graduate or equivalent

Level 4 qualified - Diploma in Financial Planning

Level 6/Chartered status

Job description

A leading financial services firm in the UK is seeking qualified candidates for a role requiring expertise in financial planning. Responsibilities include providing feedback on training programs, discussing process improvements, and managing client relationships. Candidates should be university graduates with relevant qualifications and a strong understanding of financial planning principles. This position offers comprehensive benefits including health coverage, annual leave, and a retirement plan.