Private Client Financial Planner: Tax-Smart Wealth

Private Client Financial Planner: Tax-Smart Wealth

Full-Time No working from home possible
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Fisher Investments Europe is seeking a Private Client Advisor to provide regulated financial advice to its UK client base. You will handle pensions, ISAs, General Investment Accounts, investment wrappers and trusts, with some face-to-face client meetings as you grow in the role.

You will work under a Team Leader and have opportunities for certification within the firm’s global asset management framework. The role emphasizes high-quality service and compliant delivery.

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Private Client Financial Planner: Tax-Smart Wealth employer: Fisher Investments UK

Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment where network engineers can thrive. With comprehensive benefits such as 100% paid health premiums, generous annual leave, and a strong focus on training and development, employees are empowered to achieve their long-term career goals while enjoying a supportive culture. Located in a vibrant area, this role provides the opportunity to work on large-scale projects and make a meaningful impact within a dedicated team of experts.

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Contact Details:

Fisher Investments UK Recruitment Team