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- Tasks: Assist in financial planning, data analysis, and client proposal preparation.
- Company: Join a dynamic team at Fisher, dedicated to helping clients achieve their financial goals.
- Benefits: Enjoy 28 days annual leave, gym subsidies, and top-tier health plans.
- Why this job: Gain hands-on experience in finance while working in a supportive, collaborative environment.
- Qualifications: Ideal for those with a passion for finance; industry experience is a plus.
- Other info: This role offers opportunities for hybrid work based on performance.
The predicted salary is between 28800 - 48000 £ per year.
The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training. Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork Work on ad hoc group projects to help increase efficiency Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports Experience with financial planning and investment principles or industry exams preferable Produce quality work within a target timeline 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.
Associate, Financial Planning & Analysis employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Financial Planning & Analysis
✨Tip Number 1
Familiarise yourself with financial planning and analysis concepts. Understanding the principles behind asset allocation, investment taxation, and pension transfers will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Brush up on your Excel skills, especially complex functions. Being able to demonstrate your proficiency in data analysis and reporting can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 4
Prepare to discuss your experience with client interactions and how you've handled sensitive financial information. This role requires a strong focus on client needs, so showcasing your interpersonal skills will be crucial.
We think you need these skills to ace Associate, Financial Planning & Analysis
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate, Financial Planning & Analysis position. Tailor your application to highlight relevant skills and experiences that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have with financial planning, investment principles, or relevant industry exams. Use specific examples to demonstrate your ability to analyse data and produce quality work within deadlines.
Showcase Technical Skills: Since the role requires proficiency in MS Access, Word, Excel, and Adobe, mention any relevant technical skills you possess. Provide examples of how you've used these tools in previous roles to create reports or proposals.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only expresses your interest in the position but also outlines how your background and skills make you a perfect fit for the team. Be sure to convey your enthusiasm for the collaborative working environment and ongoing training opportunities.
How to prepare for a job interview at Fisher Investments
✨Understand Financial Planning Basics
Make sure you have a solid grasp of financial planning principles and investment strategies. Brush up on topics like pension transfers, tax implications, and asset allocation to demonstrate your knowledge during the interview.
✨Showcase Your Analytical Skills
Be prepared to discuss how you would use data and insights to guide your recommendations. Think of examples where you've successfully analysed information to make informed decisions, as this role heavily relies on analytical skills.
✨Familiarise Yourself with Relevant Software
Since the job requires proficiency in MS Access, Word, Excel, and Adobe, it’s crucial to highlight your experience with these tools. Consider preparing a few examples of how you've used them to create reports or proposals in the past.
✨Prepare Questions About Team Dynamics
As you'll be reporting to a Team Leader, it's important to show your interest in team collaboration. Prepare thoughtful questions about the team's working style and how they support professional development, which will reflect your eagerness to integrate into their culture.
