Find up to date salary information for jobs in United Kingdom, and compare with national average, city average, and other job positions.

Private Client Advice Associate, LONDON

London, United Kingdom 1 month ago

Job Description

The Opportunity:  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.   The Day-to-Day: 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 Your Qualifications: 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 Why Fisher Investments Europe:  The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognisedEuropean custodians.   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 $10,000* fertility, hormonal health and family-forming benefit Aretirement 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 *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Health Safety&Wellbeing Adviser, LONDON

London, United Kingdom 1 day ago
Business Unit: HR – People services - Health, Safety and Wellbeing Salary range: up to circa £38,000 per annum DOE + red-hot benefits Location: UK Flexible with regular onsite presence– Commutable to Glasgow or Newcastle Hub is preferable. Contract...

Associate Director, LONDON

London, United Kingdom 2 days ago
Business Unit:  Sectors – Health&Social Care  Salary Range: £45,936 - £68,904 per annum DOE + red hot benefits  Location:  Leadenhall, London – Office based at least 1 day a week plus customer visits and events.  Live to inspire change. Live a life...

Colleague Communications Lead - Chief Operating Office, LONDON

London, United Kingdom 2 days ago
Business Unit: HR, Internal Comms. Salary range: circa £65,000 per annum DOE + red-hot benefits Location:  UK Hybrid – remote working with occasional travel to one of our hubs. Contract type: Fixed term 12-months Be the voice we need. Live a life...

Segal Placements: Private Client Junior-Mid to work with one of the leading Partners in the country

London, United Kingdom 3 days ago
Competitive:Segal Placements: Our client is a leading London Law Firm who currently have an extremely senior and well-known Private Wealth Partner heading the team (Former Board... London (Central), London (Greater)

Segal Placements: Private Client Junior-Mid to work with one of the leading Partners in the country

London, United Kingdom 3 days ago
Competitive:Segal Placements: Our client is a leading London Law Firm who currently have an extremely senior and well-known Private Wealth Partner heading the team (Former Board... London (Central), London (Greater)

Learning Associate, Boston

United Kingdom 4 days ago
Proud to deliver high quality products and develop a high-quality career. Learning Associate Boston Monday to Friday 8.30 - 5pm Highly competitive rewards package including Group Pension Excellent career progression prospects across the Bakkavor...

Quantity Surveyor, London

London, United Kingdom 6 days ago
The Opportunity Having been awarded several new contracts this leading Heat Network Consultancy is recruiting for an experienced Quantity Surveyor. You be responsible for managing project costs and support the design and project delivery. Advise and...

Senior Floating Branch Manager, IG11

London, United Kingdom 6 days ago
Senior Floating Branch Manager Location: East London Salary:£29 000 OTE £50 000 + Hours of Work: 5 days per week including 2 Saturdays per month Benefits: Holidays 33 days, Life Insurance, Pension Essential: Full driving licence Company Overview...

Medical Device Territory Sales Manager, London

London, United Kingdom 7 days ago
Territory Sales Manager– Medical Devices&Service Contracts Location: London&Home Counties Salary: -£(phone number removed) DOE+ Bonus + Benefits Job Type: Full-Time, Permanent Are you a results-driven sales professional with a proven track record in...

Star Actuarial Futures: Pensions Actuarial Associate Consultant

London, United Kingdom 8 days ago
£ dependent upon experience: Star Actuarial Futures: Are you a part-qualified pensions actuary, seeking to join an award-winning consultancy where you will play a key role in a people and client-focus... London / hybrid with 2 - 3 days p/w...