The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning.
You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.
Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork
Work on ad hoc group projects to help increase efficiency
Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports
Experience with financial planning and investment principles or industry exams preferable
Produce quality work within a target timeline
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
~100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
~28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
~ A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
~ Gym subsidy of up to £50 per month
~ Employee Assistance Program and other emotional wellbeing services
~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events