Fisher Investments Europe is seeking a client-facing financial adviser to provide regulated advice to UK clients. You will handle pensions, ISAs, GIA, investment bonds and trusts, and have opportunities for development and certification within our global asset management firm.
The role involves advising clients by phone and email, with some face-to-face meetings as you grow within the position. Level 4 Diploma in Financial Planning is required; Level 6/Chartered status is welcome but not
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Financial Planner - Pensions, Inheritance & Investments employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. Located in a dynamic environment, the role of Business Process Associate provides ample opportunities for career development and meaningful contributions to the investment universe.
