Financial Planner

Fisher Investments UK; United States; Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

100% paid premiums for health plans

30 days holiday 国? writing

Pension plan with employer and match

Job summary

Fisher Investments Europe is seeking a Private Client Adviser to provide ongoing financial advice to UK clients, covering pensions, ISAs, general investment accounts and trusts. You will interact by phone/email and may have face-to-face meetings as you develop in the role; Level 4 Diploma in Financial Planning is required and Level 6/Chartered status is a plus.

The firm offers development opportunities and a clear progression path.

Qualifications

• University graduate or equivalent with client-facing experience.
• Level 4 Diploma in Financial Planning/Regulated Financial Planning.
• Level 6/Chartered status would be attractive but not essential.
• Genuine desire to provide a high standard of advice and service.
• Ability to coordinate across departments under strict timelines.
• Engaging communicator with phone and email outreach.

Responsibilities

• Provide ongoing financial advice to existing and prospective clients.
• Cover pensions, ISAs, General Investment Accounts and trusts.
• Advise on pension contributions, drawdown and estate planning.
• Develop tax-efficient cash flow strategies and asset wrappers.
• Meet clients face-to-face as you progress in the role.

Skills

Client facing

Interpersonal skills

Communication skills

Education

University degree

Diploma in Financial Planning

Level 6/Chartered status desirable

Job description

The Opportunity:

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm.

The Day-to-Day:

• Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
• Pensions and Retirement Planning, pension contributions, carry forward calculations & drawdown advice
• Inheritance tax and Estate Planning, including of trust planning
• Tax-efficient cash flow strategies using cash-flow analyses
• Optimise Investments - Reviewing suitability of investment wrappers and optimising tax efficiency

• Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Your Qualifications:

• University graduate or equivalent combination of education and a competent level of 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 a high standard of advice and service to clients
• Manage complexity and coordinate across several departments under strict timelines
• You are engaging and can connect with a wide array of audiences by phone and email
• Exceptional organisational skills, effective diary management and adhering to deadlines
• Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation

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