Fisher Investments

  • Financial Planner Associate (2018-5909)

    Location UK-LND-London
    Portfolio Management
    Job ID
  • Overview



    We are looking for talented individuals to join our growing European team and more specifically on our French team based within our London offices.


    As a French Financial Planner Associate, you’ll begin in one of several different entry-point roles at one of the world’s preeminent private money managers.  Depending on our business needs along with which area fits you best, your initial duties may include such diverse tasks as:

    • Participating to the elaboration of the investment proposals delivered to our Private Clients in France
    • Helping evaluate the current financial situation for prospective clients
    • Producing detailed reporting and analysis for our Private Clients in France
    • Working directly with top banks and insurers (who act as our custodians)
    • Supporting our outside sales representatives in an administrative capacity
    • Interacting with various groups internally and externally to insure clients' needs are met.

    By working with us, you will learn about our business, financial planning and the world of investments, all while working alongside financial planners. More importantly, you’ll be on the path to helping us achieve our primary goal: exceeding our clients’ expectations every day. If you do well in this mission, the sky is the limit. 


    What you’ll get:

    You’ll learn more about “real-world” finance in your first few months than any class ever taught to you.  You’ll improve you knowledge about financial markets and build strong competencies in financial planning. You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and provide opportunity based upon merit.  Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.  That’s how our top executives got there, and we think you can do it too.  In fact, we hope you’ll advance to your next role within 1 to 3 years (a typical outcome for successful employees).  Add more value, get more value back.


    What we’d like:

     We have some language requirements for this role since you will help service clients in France—native or fluent language skills in French AND English are essential to this role. Knowledges in wealth management and/or financial markets will be strongly appreciated. We’re looking for an unrelenting work ethic, someone with a good team spirit, an autonomous mind-set and high communication skills.


    The bottom line:

     If this job posting seems different from those of our competitors, it’s because we really are different:  it’s not just a slogan or a mantra.  We are out to change an industry by building a better alternative for our clients and our employees.  No tricks, no games, just top-tier money management and excellent service to our clients.  To do that, we need to hire the best of the best.  So, what are you waiting for?


    By sending us your information, you acknowledge that it will be held and processed on behalf of Fisher Investments Europe 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. You may contact us at any time by emailing if you wish to access or rectify your information. Fisher Investments Europe’s privacy policy can be found at




    Fisher Investments Europe is an equal opportunity employer.