• Financial Planning Specialist - Entry Level (UK) (2018-7155)

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

    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.


    In this role, you will 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. 


    The Day-to-Day:

    • 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

    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