FIUK Private Client Advice Analyst

At a Glance:

Statement of Interest: No 

Contact: Jack McClune

The Opportunity:

The FIUK Private Client Advice Group evaluates our clients objectives and risk profiles to determine suitable asset allocation and benchmark recommendations, and provide regulated advice on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning.

As an FIUK PCA Analyst you will provide regulated advice to prospective clients. You will also will develop your analytical abilities, provide training to internal clients and represent the expertise of the PCA group.

The Day-to-Day:

• Evaluate client/prospective client's objectives to determine the suitable asset allocations and benchmark recommendations
• Write Investment Portfolio Recommendations (IPR's). These reports tend to focus on whether our client's existing pensions and investments are best suited to meet their retirement goals and objectives
• Advice is owned by the Private Client Advice Analyst
• Manage supportive relationships across the Fisher organisation with internal groups
• Support innovation by providing guidance on new projects and creating new deliverables

Your Qualifications:

• Level 4 Qualification with one of the approved examining bodies (CII, CISI, CFA, LIBF), i.e. Diploma in Financial Planning / Regulated Financial Planning.
• Ensure quality in work
• Quantitative whilst able to write well qualitatively
• Eager to work in an autonomous environment with comfort working on a team that values collaboration
• You are engaging and can connect with a wide array of audiences by phone and email

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Jack McClune.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER