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 Counsellor’s 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.
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:
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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
*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