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.
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:
*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!
Fisher Investments UK is an equal opportunities employer.