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For Companies At a Glance
- 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 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 required.
- 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 & 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 London employer: Fisher Investments
Contact Detail:
Fisher Investments 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 and let them know you're on the hunt for a Financial Planner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing pensions, tax strategies, and client management scenarios.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your knowledge in areas like inheritance tax planning and investment optimisation. This will not only impress potential employers but also give you confidence during interviews.
✨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 about their job search!
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start your application, make sure to read the job description from top to bottom. It’s packed with details about what we’re looking for, and understanding these will help you tailor your application to show us you’re the perfect fit!
Show Off Your Qualifications: When you’re writing your application, highlight your qualifications and experience that match the role. We want to see how your background in financial planning aligns with what we do, so don’t hold back on showcasing your skills!
Be Personal and Engaging: We love a bit of personality! Make sure your application reflects who you are. Use a friendly tone and connect with us through your writing. Remember, we’re looking for someone who can engage with clients, so let that shine through!
Apply Through Our Website: Once you’ve polished your application, head over to our website to submit it. This ensures it gets to the right people quickly. Plus, it’s super easy to do! We can’t wait to see what you bring to the table.
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. Be ready to discuss specific strategies you've used in the past or how you would approach a client's financial situation. This shows you're not just familiar with the terms but can apply them effectively.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, prepare examples that highlight your ability to connect with clients. Think about times when you’ve successfully managed client relationships or resolved issues. This will demonstrate your engagement and communication skills.
✨Organise Your Thoughts
With the complexity of financial planning, it’s crucial to show that you can manage multiple topics and deadlines. Practise explaining your thought process clearly and concisely. You might even want to prepare a brief case study to illustrate how you handle various financial scenarios.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client service and personal development opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
