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Job

Private Client Advice Associate

💼 Graduate Job

London

AI generated summary

  • You need a University degree or equivalent, financial planning experience, ability to meet deadlines, & thrive in a high-volume, collaborative environment.
  • You will prepare client proposals, analyze assets, conduct portfolio simulations, complete tax wrapper analyses, collaborate with teams, and work on projects to enhance efficiency using MS Office programs.

Graduate Job

Banking & FinanceLondon

Description

  • 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.
  • As a PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor’s in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Europe. 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.

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

Education requirements

Bachelors

Area of Responsibilities

Banking & Finance

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

Details

Work type

Full time

Work mode

office

Location

London