• Fisher Investments Europe Financial Planning Associate (2018-7374)

    Location UK-LND-London
    Job ID
  • Overview

    We are looking for talented individuals to join our growing European team as a Fisher Investments Europe Financial Planning Associate on our French Specialised Services team. The French team is focused on helping existing and prospective clients in France by offering specialized financial planning advice. By providing a much higher standard of service than clients can typically get from existing options, the team expects to grow the French business rapidly, making a positive impact on the French market over time.


    You’ll learn more about “real-world” finance in your first few months than any class ever taught to you.  You’ll improve your knowledge about financial markets and build a strong understanding of 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.


    The Day-to-Day:

    In this role, you will play a pivotal part in supporting the team and its ambitious goals. By becoming a part of our growing team, you will have a unique opportunity to expand your financial planning knowledge, be a critical part of the ground-level growth of a new and promising business, and experience an immense amount of professional development along the way! Depending on our business needs along with which area fits you best, your initial duties may include diverse tasks such as:

    • Helping evaluate the current financial situation for prospective clients and building tailored investment proposals
    • Working directly with top banks and insurers (who act as our custodian banks and Assurance Vie policy providers)
    • Designing, building, and improving business process to support existing business and future growth
    • Supporting our sales representatives in capacity variety of ways
    • Interacting with various groups internally and externally to insure clients' needs are met. 

    Your Qualifications:

    We have some language requirements for this role since you will help service clients in France—native or fluent in French and solid English skills are essential to this role. Knowledge in wealth management and/or financial markets is preferred, but not required. We’re looking for an unrelenting work ethic, someone with a good team spirit, strong initiative, an autonomous mind-set and high communication skills.


    Why Fisher Investments Europe:

    Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European 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*
    • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
    • Annual Health Screening for you and your qualified dependents*
    • 6% company pension contribution with an additional company match up to 5%
    • Two pension contributions methods to choose from
    • Monthly gym subsidy
    • Interest-free season ticket loan available for purchase upon six months of employment**
    • Cyclescheme programme
    • Voluntary travel insurance (winter and non winter sports option)
    • 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