• Private Client Advice Associate (2018-7401)

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

    The Opportunity:


    The Private Client Advice (PCA) group evaluates client and prospect objectives, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations, as well as provide regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning. PCA collaborates with other internal departments to prepare relevant deliverables with the purpose of helping clients meet their long term goals and objectives.


    As a PCA Associate, you will support a team of other Associates, Analysts, Private Client Directors and Investment Counsellor’s  in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe. The role will help you develop high attention to detail, whilst honing your analytical and quantitative skills.


    The Day-to-Day:

    • Prepare written proposals by collecting and compiling client information and  information from third party providers
    • Follow up with pension and investment bond providers to ensure we have all information necessary to complete a recommendation
    • Use internal database to capture policy details
    • Conduct Morningstar analysis on prospective or existing clients’ assets
    • Run various cash flow and portfolio simulations for inclusion in the proposals
    • Perform tax wrapper analysis for bond surrenders
    • Format Investment Portfolio Recommendations
    • Work on ad hoc group projects to help improve efficiencies
    • Use MS Access, Word, Excel and Adobe to customise proposals and generate detailed reports
    • Request and complete external pension and investment bond transfer/surrender paperwork
    • Follow up with ceding schemes in relation to transfer queries
    • Liaise with other internal groups to ensure smooth and efficient transition of cases

    Your Qualifications:


    • A University degree or equivalent combination of education/experience
    • Experience with financial planning and investment principles or industry exams preferable
    • Extremely attentive to detail
    • Good oral and written communication skills
    • Flexible with strong organisational and time management skills
    • Ability to work under pressure and in a dynamic environment

    Why Fisher Investments UK:

    Fisher Investments UK offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised UK custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments UK 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*
    • 9% 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
    • Enhanced maternity pay subject to 12-months continuous service

    *Employees responsible for any benefit-in-kind taxes as classed by the HMRC

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


    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 public profile, 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


    *Employees responsible for any benefit-in-kind taxes as classed by the HMRC

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