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About the Role
The Private Client Advice group provides regulated financial advice to over 15,000 UK clients, focusing on pensions, ISAs, General Investment Accounts, investment bonds, and trusts. This role offers opportunities for personal development and certification within a global asset management firm.
Responsibilities
- Provide ongoing financial advice to existing and prospective clients.
- Advise on pensions and retirement planning, including contributions, carry forward calculations, and drawdown.
- Provide advice on inheritance tax and estate planning, including trust planning.
- Develop tax-efficient cash flow strategies using cash-flow analyses.
- Optimize investments by reviewing wrapper suitability and tax efficiency.
- Advise clients via phone and written communication, with potential for face-to-face meetings.
- Manage complexity and coordinate across departments under strict timelines.
Requirements
- University graduate or equivalent combination of education and client-facing experience.
- Level 4 qualified (Diploma in Financial Planning/Regulated Financial Planning).
- Genuine desire to provide high-standard advice and service.
- Engaging communication skills for phone and email interactions.
- Exceptional organizational skills, effective diary management, and adherence to deadlines.
- Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
- Up-to-date knowledge of current legislation.
Skills
- Financial advice
- Pensions and Retirement Planning
- Inheritance tax and Estate Planning
- Trust planning
- Tax-efficient cash flow strategies
- Investment optimization
- Client communication (phone, email, face-to-face)
- Organizational skills
- Diary management
- Adhering to deadlines
- Inheritance Tax Planning knowledge
- Defined Contribution pensions knowledge
- Legislation knowledge
Location
- In-office
Work Type
- Full-time
- Hybrid (potential)
Experience Level
- Competent level of client facing experience
- Level 4 qualified
- Level 6/Chartered status (attractive but not essential)
Education Level
- University graduate or equivalent
- Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
- Level 6/Chartered status
Benefits
- 100% paid premiums for supplemental medical, dental, and annual health screening plans for employees and dependents.
- 28 days annual leave, with the option to purchase up to 3 additional days.
- Up to 8 paid holidays.
- Enhanced maternity pay package (16 weeks’ top-up to full base pay for eligible employees).
- $10,000 fertility, hormonal health, and family-forming benefit (or local currency equivalent).
- Retirement pension plan with 9% company contribution and up to 5% company match.
- Gym subsidy of up to £50 per month.
- Employee Assistance Program and other wellbeing services.
- Collaborative working environment with ongoing training, educational support, and appreciation events.
About the Company
- The global Fisher organisation prioritizes clients, offering unmatched service and a personalized approach to investing.
- Fisher Investments Europe aligns with client interests through a simple, transparent fee structure and recognized European custodians.
Equal Opportunity
- FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER