Private Client Financial Planner: Tax-Smart Wealth

Fisher Investments UK; Greater London; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Medical and dental plans

Health screening

Annual leave (28 days + 3)

Fertility and family-forming benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Hybrid work option (subject to role)

Job summary

Fisher Investments Europe is seeking a Private Client Advisor to provide regulated financial advice to its UK client base. You will handle pensions, ISAs, General Investment Accounts, investment wrappers and trusts, with some face-to-face client meetings as you grow in the role.

You will work under a Team Leader and have opportunities for certification within the firm’s global asset management framework. The role emphasizes high-quality service and compliant delivery.

Qualifications

• University graduate or equivalent with client facing experience.
• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
• Level 6/Chartered status would be attractive but not essential.
• Genuine desire to provide high standard of advice and service.
• Able to manage complexity and coordinate across departments under tight timelines.
• Engaging communicator with clients via phone and email.
• Excellent organisational skills and diary management.
• Knowledge of Inheritance Tax Planning and Defined Contribution pensions.

Responsibilities

• Provide ongoing financial advice to existing and prospective clients on pensions, ISAs, GIA, investment bonds and trusts.
• Offer advice over the phone and in writing, with some face-to-face meetings as you progress.
• Support tax-efficient cash flow strategies and investment wrapper review for tax efficiency.
• Coordinate across departments to deliver regulated financial planning services under timelines.

Skills

Diploma in Financial Planning

Client facing experience

Excellent organisation

Phone & email communication

Education

University degree or equivalent

Job description

Fisher Investments Europe is seeking a Private Client Advisor to provide regulated financial advice to its UK client base. You will handle pensions, ISAs, General Investment Accounts, investment wrappers and trusts, with some face-to-face client meetings as you grow in the role.

You will work under a Team Leader and have opportunities for certification within the firm’s global asset management framework. The role emphasizes high-quality service and compliant delivery.