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- Tasks: Support financial planning and provide tailored advice to clients while learning from experienced professionals.
- Company: Join Fisher Investments Europe, a client-first financial services firm with a collaborative culture.
- Benefits: Enjoy 28 days annual leave, top-tier health coverage, and a retirement pension plan with generous contributions.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a dynamic environment.
- Qualifications: University degree or equivalent experience; knowledge of financial planning is a plus.
- Other info: Ongoing training and employee appreciation events in a supportive workplace.
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.
As a PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe. 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.
The Day-to-Day:
- 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.
- Partner with other internal groups to ensure smooth transition of cases.
- 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.
Your Qualifications:
- A University degree or equivalent combination of education/experience.
- Experience with financial planning and investment principles or industry exams preferable.
- Produce quality work within a target timeline.
- Eager to work in an energetic, collaborative environment to support high-volume output.
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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
Private Client Advice Associate in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advice Associate in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Fisher Investments Europe on LinkedIn. Ask them about their experiences and any tips they might have for landing the Private Client Advice Associate role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for interviews by brushing up on financial planning concepts and investment principles. We recommend practising common interview questions related to asset allocation and client management. The more confident you are, the better you'll shine!
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss how you've used data to inform decisions in past roles or projects. This will demonstrate your ability to support the PCA team effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Fisher Investments Europe.
We think you need these skills to ace Private Client Advice Associate in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Advice Associate role. Highlight your relevant experience in financial planning and investment principles, as well as any specific skills that match the job description.
Showcase Your Skills: Don’t forget to mention your proficiency with MS Access, Word, Excel, and Adobe. We want to see how you can use these tools to prepare and format proposals, so give us examples of your past work!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to explain your qualifications and experiences, making it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Financial Stuff
Brush up on your financial planning and investment principles. Be ready to discuss how you would evaluate client goals and risk profiles, as well as your understanding of pension switches and tax implications. This will show that you're not just a candidate, but someone who can genuinely contribute to the team.
✨Showcase Your Analytical Skills
Since the role involves data analysis and portfolio simulations, prepare to demonstrate your analytical skills. Bring examples of how you've used data in past experiences to make informed decisions or recommendations. This will highlight your ability to support the team effectively.
✨Practice Your Proposal Writing
You'll need to prepare written proposals, so practice formatting and presenting information clearly. Consider creating a mock proposal based on hypothetical client scenarios. This will help you articulate your thought process during the interview and show your attention to detail.
✨Emphasise Team Collaboration
Fisher Investments values a collaborative environment, so be prepared to discuss how you've worked with others in the past. Share specific examples of teamwork and how you contributed to group projects. This will demonstrate that you're a good fit for their culture and can thrive in a high-volume output setting.
