Fisher Investments

Financial Planning Specialist - Entry Level (UK) (2018-5749)

Location UK-LND-London
Portfolio Management
Job ID



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.


Job Summary:


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:

  • Follow up with pension and investment bond providers to ensure we have all information necessary to complete a recommendation
  • Input plan information into internal database
  • Formatting pension recommendations
  • Gather performance and fee information on prospective clients’ existing holdings within their pension and/or investment bonds
  • Request and complete external pension and investment bond transfer/surrender paperwork in line with proposed transfer methods
  • Communicate with external SIPP administrators for ongoing and ad hoc operational requests
  • Gather performance and fee information on prospective clients’ existing holdings within their pension and/or investment bonds
  • Other research to facilitate the recommendation such as Morningstar portfolio mappings, tax wrapper analysis for bond surrenders, illustrations and critical yield analysis


  • University Graduate or equivalent combination of education/experience
  • Experience with financial planning principles or pension specific exams preferable
  • Extremely attentive to detail
  • Good oral and written communication skills
  • Highly self-motivated
  • Flexible, can multi-task and cope with changes in workload day-to-day and intra-day
  • Ability to meet several intra-day deadlines
  • Self-starter
  • Ability to work in a dynamic team environment



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Fisher Investments UK is an equal opportunities employer.