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Spanish Private Client Advice Associate
2 months ago
Overview
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 Spanish 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 Ireland. 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 reportsYour Qualifications:
A University degree or equivalent combination of education/experience Fluent Written and Verbal language proficiency in: Spanish 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 outputWhy Fisher Investments Ireland:
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 Fisher Investments and Fisher Investments Ireland align with our clients’ priorities by using a simple and transparent fee structure and recognised European 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 healthcare and dental 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 11 paid holidays Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees $10,000* fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay Monthly gym subsidy of up to €50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation eventsWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
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