• Financial Planning Administrator (2018-7154)

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

    The FIE Financial Planning Administrator position assists the Financial Planning team with all aspects of requesting and obtaining relevant information from third party providers in order for the team to evaluate client and prospective client situations and provide recommendations. 



    • Preparing and sending Letter’s of Authority to Obtain Information (LOATOI). These allow us to gather information on a client/prospect’s existing arrangements. This process will include assessing the plan type and coordinating the relevant cover letter to ensure the relevant information is gathered for that particular plan type.

    • Regular chasing of all LOATOI’s until information is received.

    • Reviewing ceding scheme information as it comes in to highlight missing information or potential issues earlier in the FPD process.

    • Morningstar Mapping Fund Research for all FPD reports.

    • Gathering relevant transfer paperwork at the beginning of the information gathering process.


    • Works well in a team-oriented setting
    • Responsible, accountable, self-motivated
    • Solid organisational and personal planning skills
    • Highly reliable and accurate
    • Attention to detail is a must

    Why Fisher Investments Europe:

    Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised Europian custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.


    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 qualified dependents*
    • 25 days annual leave
    • Two pension contributions methods to choose from
    • Interest-free season tickets available for purchase upon six months of employment**
    • Cyclescheme programme
    • A supportive, collaborative working environment
    • Employee appreciation events
    • Ongoing training and educational support


    The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!


    The information on your CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy#careers.




    *Employees responsible for taxes

    **Available only to regular full-time employees with at least a 12-month contract