Private Client Financial Planner (Hybrid)

Fisher Investments; Greater London; Hybrid; GBP 50,000 - 85,000; Full time

Benefits offered by this job

Medical plan

28 days annual leave + 3 optional days

Fertility/health benefits

Pension plan with employer match

Gym subsidy

Employee support programs

Job summary

Fisher Investments Europe is seeking a motivated financial adviser to provide regulated financial advice to existing UK clients, covering pensions, ISAs, General Investment Accounts, investment bonds and trusts.

Reporting to a Private Client Advice Team Leader, you will engage with clients by phone and email, with some face-to-face meetings as you develop within the role and pursue Level 4 Diploma in Financial Planning.

Qualifications

• University graduate or equivalent with client-facing experience.

Responsibilities

• Provide ongoing financial advice to existing and prospective clients by phone, email, and in writing.

Skills

Client-facing

Financial planning

Pensions planning

Telephone & email communication

Education

Diploma in Financial Planning (Level 4)

Level 6 / Chartered status (desirable)

Job description

Fisher Investments Europe is seeking a motivated financial adviser to provide regulated financial advice to existing UK clients, covering pensions, ISAs, General Investment Accounts, investment bonds and trusts.

Reporting to a Private Client Advice Team Leader, you will engage with clients by phone and email, with some face-to-face meetings as you develop within the role and pursue Level 4 Diploma in Financial Planning.