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- 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.
- Why this job: Make a real difference in clients' financial futures while developing your skills in a supportive environment.
- Qualifications: University graduate with client-facing experience; Level 4 qualified in Financial Planning preferred.
- Other info: Collaborative culture with ongoing training and opportunities for personal development.
The predicted salary is between 28800 - 48000 £ 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, 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.
Financial Planner in England employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in England
✨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 meet someone who could help you get your foot in the door. Prepare a short, engaging summary of your skills and experience that highlights your passion for financial planning. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick email to thank them for their time and express your enthusiasm for the role. It shows you’re proactive and genuinely interested, which we love to see.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Fisher Investments Europe. Let’s make it happen together!
We think you need these skills to ace Financial Planner in England
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, as well as any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and your commitment to providing top-notch service. Let us know why you’re excited about joining Fisher Investments Europe and how you align with our values.
Showcase Your Communication Skills: Since you'll be advising clients over the phone and in writing, it's crucial to demonstrate your communication prowess. Use clear, concise language in your application and provide examples of how you've effectively communicated complex financial concepts in the past.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Fisher Investments
✨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 a lot of client interaction, prepare examples that demonstrate your ability to connect with clients. Think about times when you've successfully communicated complex financial concepts in a way that's easy to understand.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your time and prioritise tasks. Use specific examples from your past experiences where you coordinated across departments or met tight deadlines to show you can handle the demands of the role.
✨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 the company is the right fit for you.
