At a Glance
- Tasks: Provide tailored financial advice on pensions, investments, and estate planning to clients.
- Company: Join a leading global asset management firm focused on client-first service.
- Benefits: Enjoy 28 days annual leave, health benefits, and a retirement pension plan with company contributions.
- Other info: Collaborative culture with ongoing training and opportunities for personal development.
- Why this job: Make a real difference in clients' financial futures while developing your skills in a supportive environment.
- Qualifications: University graduate with Level 4 qualification in Financial Planning and client-facing experience.
The predicted salary is between 29700 - 36300 £ per year.
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 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.
Financial Planner in London employer: Fisher Investments Europe
Fisher Investments Europe is an exceptional employer, offering a collaborative and supportive work culture that prioritises employee growth and wellbeing. As a French Wealth Solutions Associate, you will benefit from comprehensive training, generous leave policies, and a robust benefits package, including top-tier health coverage and a strong retirement plan. Located in a dynamic environment, you'll have the opportunity to make a meaningful impact while working alongside dedicated professionals committed to client success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments Europe.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments Europe's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments Europe
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments Europe.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments Europe will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments Europe employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
