• Regional Sales Associate (Entry-Level Administrator) (2019-7666)

    Location UK-London
    Job ID
  • Overview

    The Opportunity:

    We are looking for RSAs to help support our rapid growth. As an RSA, you will be an advocate and a supporting resource for our Private Client Directors. Private Client Directors are responsible for meeting with prospective clients and providing them education on the service Fisher Investments Europe provides. You will be responsible for providing Private Client Directors with all the internal resources they need in the field. This is a great role for anyone looking to start their career in financial services; you’ll learn how operations work from the bottom-up, while developing successful professional relationships as well as a sound skill set along the way. We are keen to sponsor you through professional qualifications, dependent on certain criteria and where we see fit.


    The Day-to-Day:

    • Act as a point of contact and administrative support for the Private Client Directors
    • Prepare resources for prospective client meetings
    • Liaise with external parties to gather information on prospective clients’ current investments
    • Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
    • Continuously follow all compliance processes and procedures
    • Work closely with our Financial Planning and Portfolio Evaluation departments in order to initiate the first steps in completing our recommendation proposal for prospective clients
    • Use Morningstar software to produce reports of prospective clients’ current investments with outside providers

    Your Qualifications:

    • A university degree or equivalent combination of education and experience
    • Strong written communication skills
    • Relationship-building skills
    • 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

    Take the next step. Apply now!


    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 any benefit-in-kind taxes as classed by the HMRC

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