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For Companies 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, top-tier health plans, and a generous retirement pension.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: University graduate with client-facing experience; Level 4 qualified preferred.
- Other info: Collaborative environment with ongoing training and opportunities for personal development.
The predicted salary is between 28800 - 48000 £ per year.
Overview
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, lifetime allowance (LTA) planning & 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
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.
Financial Planner employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Practice your pitch! You never know when you’ll bump into someone from Fisher Investments or another firm. Have a quick, engaging summary of your skills and experience ready to go. We want to make sure you leave a lasting impression!
✨Tip Number 3
Get involved in online communities! Join forums or social media groups related to financial planning. Share your insights and ask questions. This not only builds your knowledge but also puts you on the radar of potential employers, including us at StudySmarter.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Planner. Highlight your experience with pensions, ISAs, and investment strategies, and don’t forget to mention any relevant qualifications like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for providing top-notch financial advice and how you can connect with clients. Be sure to mention why you want to join Fisher Investments Europe specifically.
Showcase Your Client-Facing Skills: Since this role involves a lot of client interaction, make sure to highlight your communication skills. Share examples of how you've successfully managed client relationships in the past, whether over the phone or face-to-face.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Fisher Investments UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, ISAs, and inheritance tax planning. Be ready to discuss specific strategies you've used in the past or how you would approach a client's financial situation. This shows you're not just familiar with the terms but can apply them practically.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, prepare examples that highlight your ability to connect with clients. Think about times when you’ve successfully managed client relationships or resolved issues. This will demonstrate your genuine desire to provide high-quality service.
✨Organise Your Thoughts
With the complexity of financial planning, it’s crucial to show you can manage multiple topics and deadlines. Practise explaining your thought process clearly and concisely. You might even want to prepare a few scenarios where you had to coordinate across departments to meet a client’s needs.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client service and their training programmes. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.
