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Financial Planner

Fisher Investments UK London, United Kingdom


Fisher Investments Europe is looking for a motivated Financial Planner to join our growing Private Client Advice group. It is a "hybrid" role that involves providing in person, telephone and written advice to existing Clients of Fisher Investments.

The Opportunity:

The Private Client Advice group provides regulated financial advice to more than 7,500 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) 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 covering a broad range of topics:
  • Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice
  • Inheritance tax and Estate Planning
  • Tax-efficient cash flow strategies using cash-flow analyses
  • Optimise Investments – Reviewing suitability of investment wrappers
  • Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Your Qualifications:

  • University graduate or equivalent combination of education/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
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions

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% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with the ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two Pension Contributions methods to choose from
  • Monthly gym subsidy* and Cyclescheme programme
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Voluntary worldwide business and leisure travel insurance, including winter sports
  • Two Wellness Programmes (free, confidential and available 24/7)
  • Enhanced maternity pay subject to 12-months continuous service
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

**Available only to regular full-time employees with at least a 12-month contract