Fisher Investments Ireland is looking for a talented Senior Paraplanner or Financial Planner to join our rapidly growing Private Client Advice department. The role would suit an existing adviser looking for a modern and efficient approach to private client advice and investment management.
Fisher Investments Ireland is a subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's largest institutions with over € 90 billion AUM. Our organisation has grown significantly over the past decade and we are searching for talented and motivated candidates with advisory and pension backgrounds to join our team and help us better the financial industry in Ireland as we continue our expansion in Europe.
The Private Client Advice department provides regulated financial advice, recommendation proposals, and analysis to our European clients and prospective clients. In this role your primary responsibility will be to provide advice to existing and prospective clients, including Irish pension transfers, cash flow planning and suitability recommendations. The role offers an exciting opportunity for an innovative individual with experience who is keen to take ownership of their role, joining a fast growing investment firm where long standing careers can be built.
Why Fisher Investments Ireland:
Fisher Investments Ireland offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Ireland use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER