Financial Planner

Job Description

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.TheOpportunity: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, investmentbonds (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 rangeof topics:Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown adviceInheritance tax and Estate PlanningTax-efficient cash flow strategies using cash-flow analysesOptimise InvestmentsReviewingsuitability of investment wrappersProvide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the roleYour Qualifications:University graduate or equivalent combination of education/experienceLevel4 qualifiedDiploma in Financial Planning/Regulated Financial PlanningLevel 6/Chartered status would be attractive but not essentialGenuine desire to provide a high standard of advice and service to clientsManage complexity and coordinate across severaldepartments under strict timelinesYou are engaging and can connect with a wide array of audiences by phone and emailDetailed knowledge of Inheritance Tax Planning and Defined Contribution pensionsWhy Fisher Investments Europe:The global Fisher organisationdistinguishes 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 recognisedEuropean custodians.Its 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 qualifieddependents*28 days annual leave, increasing to 30 after 5 years of service, with the ability to purchase up to 3 additional daysAnnual Health Screening for you and your qualified dependents*9% company pension contribution with an additional company match upto 5%Two Pension Contributions methods to choose from Monthly gym subsidy* and Cyclescheme programmeInterest-free season ticket loan available for purchase upon six months of employment**Voluntary worldwide business and leisure travel insurance, includingwinter sports Two Wellness Programmes (free, confidential and available 24/7) Enhanced maternity pay subject to 12-months continuous serviceA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the teamit makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishinggreat thingsso 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*Employeesresponsible 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