We are looking for a talented Financial Planning Specialist to join our rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.
Assist in all aspects of Financial Planning Team’s operations, including but not limited to, following up with 3rd party providers, helping prepare transfer paperwork, entering pension and investment bond data into proprietary software, conducting analysis of prospective clients’ existing holdings, and formatting and producing recommendation materials. The position entails handling of confidential and proprietary material.
Duties and Responsibilities:
Fisher Investments UK is an equal opportunities employer.