Career Opportunities

Below please find our current job opportunities. To truly be pioneers in our industry, we need to do more, go further, dream bigger and challenge conventional wisdom. 

 

If you want to be part of our journey to put investors first, click on a job title to view its details, and you can apply directly from that page.

 

Note that you need not apply to all jobs of interest to you, as applying to one job will put you under consideration for all available opportunities for which you may be a fit.

 

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Job Locations UK-London
Fisher Investments Europe is looking to hire a talented file reviewer to join a new internal business assurance team. You will be responsible for reviewing suitability reports to ensure that all financial and investment advice recommendations, made by Private Client Advice group (PCA), are in the clients best interests and meet internal standards. The scope of the business assurance review work will cover all client advice services offered, by PCA group, although it will primarily be pension switch/consolidation, ISA transfers, investment bonds and General Investment Account transfers.   The Opportunity:   The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. The client advice service, offered by FIE, includes retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning as well as asset allocation recommendations. Candidates will be skilled in reviewing and assessing suitability reports primarily related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to establish an internal business assurance team and help ensure that clients continue to receive a first class service and appropriate financial and investment advice.   The Day-to-Day:   The primary day to day responsibilities are as follows (not an exhaustive list): - Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority - Work with Line 2, Compliance and Risk, to ensure that the business assurance framework created for the assessment of suitability, aligns to internal standards and the firm’s advice framework - Design and implement management information to allow the PCA group to measure and report to relevant management committees on the ongoing standards of advice within the firm - Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team Your Qualifications: - University graduate or equivalent combination of education/experience - Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning - Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification - Very strong understanding of financial planning principles with a specialism in pension planning - Very strong understanding of the FCA’s COBS requirements for suitability - Prior experience in file reviewing personal recommendations for retail clients - Extremely attentive to detail Why Fisher Investments Europe:   Fisher Investments Europe offers investment advice and portfolio management tailored to clients’ long-term goals. Client assets are held at European and UK 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* - 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 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER   *Employees responsible for taxes **Available only to regular full-time employees with at least a 12-month contract   #LI-FI1
Category
Portfolio Management
Job Locations UK-London
Fisher Investments Europe is looking for a talented Senior Paraplanner/Financial Planner to join their rapidly growing Financial Planning Department. It is a “hybrid” role that would suit either a level 4 qualified Paraplanner/trainee financial adviser looking to progress into an advisory role, or an existing adviser looking for a modern and efficient approach to private client advice and asset management.   The Opportunity:   The Financial Planning Department provides regulated financial advice to prospects and to more than 5,000 existing UK clients. Areas of advice include retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning. Candidates will typically be required to work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to progress quickly within a truly global asset management firm.   The Day-to-Day:   The role is a varied one but can be split into two core areas:   New Business Suitability Reports - Write the financial advice portion of new business suitability reports for prospects. The reports primarily focus on the suitability of defined contribution pension switches/transfers with meeting clients’ long term objectives at the heart of the advice. - The advice is owned by the Senior Paraplanner/Financial Planner, hence previous FCA-registered CF30 experience is an advantage. Candidates who have not held previously CF30 status will be helped towards achieving this, following an internal competency programme, typically within their first year in the role. Providing Ongoing Financial Advice to Existing Clients - With a growing client base at various stages of life, the role requires the provision of financial advice covering a broad range of topics. These include pension and investment accumulation (pension contributions, carry forward, lifetime allowance (LTA) planning), designing tax efficient cash flow strategies during retirement (effective use of tax wrappers, allowances and exemptions), and later life planning (estate and IHT planning, implementing offshore bonds and trusts). - Advice will typically be delivered to clients over the phone or via email, with some face-to-face client meetings required as candidates develop within the role. Your Qualifications: - University graduate or equivalent combination of education/experience - Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning - Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification - Very strong understanding of financial planning principles - Genuine desire to provide a high standard of advice and service to clients - Quantitative in nature, with strong written and oral communication - Extremely attentive to detail - Highly self-motivated - Desire and ability to work in a dynamic and professional team environment - Hold CF30 status (or be prepared to progress to this status) - Detailed knowledge of defined contribution pensions (including safeguarded benefits) is an advantage, as well as experience as a qualified Pension Transfer Specialist (PTS) 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* - 9% automatic 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) - Ongoing training and educational support - Enhanced maternity pay subject to 12-months continuous service - Free Employee Assistance Programme available 24/7. - Access to a free online discount portal. (Perks) - A supportive, collaborative working environment - Employee appreciation events  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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER   *Employees responsible for taxes **Available only to regular full-time employees with at least a 12-month contract
Category
Finance