Private Client Financial Planner – Hybrid Role

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

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.