Private Client Advice Associate

Fisher Investments

Apr 17

Applications are closed

Job
Full-time
Entry Level
Banking & Finance
London

Requirements

A University degree or equivalent combination of education/experience
Experience with financial planning and investment principles or industry exams preferable
Produce quality work within a target timeline
Eager to work in an energetic, collaborative environment to support high-volume output

Responsibilities

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
Partner with other internal groups to ensure smooth transition of cases
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

FAQs

What does a Private Client Advice (PCA) Associate do?

A PCA Associate evaluates client and prospect goals, risk profiles, current investment strategies, and structures to determine suitable asset allocation and benchmark recommendations. They provide regulated financial planning advice on various areas such as pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning, and Lifetime Allowance Planning.

Who does a PCA Associate support in their role?

A PCA Associate supports other team members, Analysts, Tied Agents, and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe.

What kind of training and development can a PCA Associate expect?

A PCA Associate will receive training and guidance from their Team Leader to aid in their professional development. They will learn to use data and insights to guide their recommendations and enhance their skills in providing financial advice to clients.

Fisher Investments

Bettering the Investment Universe

Finance

Industry

1001-5000

Employees

1979

Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.