Fisher Investments

Financial Planning Analyst (UK) (2017-5433)

Accounting & Finance
Job ID



Financial Planning Analyst


We are looking for a talented new Financial Planning Analyst 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.



  • Review prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
  • Review and assess the ability of Fisher Investments to manage  within existing pension or investment bond structures
  • Provide direct communication of Financial Planning advice to prospective and/or existing clients


  • University Graduate or equivalent combination of education/experience
  • Level 4 Qualification – CCI Diploma in Financial Planning/ Regulated Financial Planning preferable.
  • Ability to speak French or another European language is a plus.
  • Extremely attentive to detail
  • Quantitative in nature
  • Highly self-motivated
  • Ability to work in a dynamic team environment.
  • Very strong understanding of Financial Planning principles
  • Excellent oral and written communication skills



By sending us your information, you acknowledge that it will be held and processed on behalf of Fisher Investments UK by its parent company, Fisher Investments, in the United States, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss opportunities with us, and for market research. You may contact us at any time by emailing if you wish to access or rectify your information. Fisher Investments UK’s privacy policy can be found at



Fisher Investments UK is an equal opportunities employer.