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For Companies At a Glance
- Tasks: Provide tailored financial advice on pensions, investments, and tax strategies to clients.
- Company: Join a leading global asset management firm focused on client-first service.
- Benefits: Enjoy competitive pay, health coverage, generous leave, and a supportive work environment.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: University degree and Level 4 qualified in Financial Planning; client-facing experience preferred.
- Other info: Collaborative culture 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
- 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.
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.
Financial Planner in London employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in London
✨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
Prepare for those interviews! Research the company, understand their values, and think about how your skills align with their needs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your expertise! Create a portfolio or a presentation that highlights your financial planning skills, especially in areas like pensions and tax-efficient strategies. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. So, get your application in and let’s make it happen!
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your qualifications, especially any Level 4 or Level 6 certifications, and showcase your client-facing experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing financial advice and how your background aligns with our values at StudySmarter. Keep it engaging and personal!
Showcase Your Communication Skills: Since you'll be advising clients over the phone and in writing, make sure your application demonstrates your strong communication skills. Use clear and concise language, and don’t forget to proofread for any errors!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on 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. Familiarise yourself with the latest legislation and be ready to discuss how these topics impact clients' financial strategies.
✨Showcase Your Client-Facing Skills
Since this role involves advising clients over the phone and in person, practice your communication skills. Think about how you can engage with different audiences and convey complex information clearly and effectively.
✨Demonstrate Organisational Prowess
Highlight your ability to manage multiple tasks and deadlines. Prepare examples of how you've successfully coordinated projects or client meetings in the past, showcasing your exceptional organisational skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and personal development opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
