Financial Service Planner

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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.
 
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, lifetime allowance (LTA) planning & 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

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
You are engaging and can connect with a wide array of audiences by phone and email
Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation
Why Fisher Investments Europe:
 
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
~$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. 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
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Location:
London
Job Type:
FullTime

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