Private Client Advice Associate
3 weeks ago
Overview
Fisher Investments Ireland is looking for a talented new Private Client Advice Associate to join our rapidly growing team. The Private Client Advice (PCA) department provides regulated financial planning advice on the suitability of pension switches/transfers, investment taxation and asset allocation recommendation to our European clients. This is the perfect opportunity to join a fast-growing investment firm where long standing careers can be built.
The Opportunity:
As an FI Ireland PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors 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 Collect necessary information from pension and investment providers, and help 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 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 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.
FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
-
Dutch Private Client Advice Associate
2 months ago
Dublin, Ireland Fisher Investments Full timeOverview 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. As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in...
-
Swedish Private Client Advice Associate
2 months ago
Dublin, Ireland Fisher Investments Full timeOverview 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. As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in...
-
Danish Private Client Advice Associate
2 months ago
Dublin, Ireland Fisher Investments Full timeOverview 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. As a Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated...
-
Norwegian Private Client Advice Associate
2 months ago
Dublin, Ireland Fisher Investments Full timeOverview 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. As a Norwegian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in...
-
Spanish Private Client Advice Associate
3 weeks ago
Dublin, Ireland Fisher Investments Full timeOverview 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...
-
Italian Private Client Advice Associate
3 weeks ago
Dublin, Ireland Fisher Investments Full timeOverview 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. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Private Client Tax Manager
3 months ago
Dublin, Ireland Cornmarket Full timeAt Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, tax, health and life insurance, to income protection, retirement planning and beyond. Role Purpose As the...
-
Associate/ Senior Associate
3 months ago
Dublin, Ireland StepStone Group Full timeis a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...
-
Tax Senior
3 months ago
Dublin, Ireland Mazars Full timeMazars, the smart choice Mazars is a leading professional services firm in Ireland with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. As an internationally integrated partnership, we operate in over 100 countries and territories around the world and draw on the expertise of The role We wish to appoint a Tax...
-
Tax Assistant Manager
3 months ago
Dublin, Ireland Mazars Full timeThe Position We wish to appoint a Tax AM with a minimum of 2 years’ practice experience to work in our Private Clients department. Working closely with partners and senior management, the candidate will have the opportunity to work with a large portfolio of clients, from a range of Private Clients many of which have an international focus. This...
-
Tax Senior Manager
3 months ago
Dublin, Ireland Mazars Full timeYour role We wish to appoint a Senior Tax Manager with a minimum of 5 years’ practice experience to work in our Private Clients department. Working closely with partners and senior management, the candidate will have the opportunity to work with a large portfolio of clients, from a range of Private Clients many of which have an international focus....
-
Private Client Data Conversion Specialist
3 weeks ago
Dublin, Ireland US012 Marsh & McLennan Agency LLC Full timeDescription: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how...
-
Associate, Private Equity
1 month ago
Dublin, Ireland HedgeServ Ltd Full timeHedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...
-
Associate, Private Equity
2 weeks ago
Dublin, Ireland HedgeServ Ltd Full timeHedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...
-
Associate, Private Equity
2 months ago
Dublin, Ireland HedgeServ Full timeHedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...
-
Corporate Associate | 2-5 PQE
1 month ago
Dublin, Ireland Idex Full timeAn International law firm with a first class corporate practice are looking to appoint a Corporate Associate (2-5 PQE) to the team. The practice is known for providing advice to creative sectors such as tech, media, sports, fashion and hospitality.This appointment sits within the firm's corporate and private equity practice and clients will include tech...
-
Audit Associate
3 months ago
Dublin, Ireland Evelyn Partners Full timeCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
-
Associate General Counsel
3 months ago
Dublin, Ireland Spencer Stuart Full timePosition Summary The Associate General Counsel is responsible for advising on client and/or third-party arrangements, supporting clients and internal stakeholders on a wide variety of contract and engagement related issues and advising on legal matters ranging from Commercial Contracts, Employment, Privacy, Corporate, and Tax. The Associate General...
-
Manager - Client Reporting
4 weeks ago
Dublin, Dublin City, Ireland EPIC Investment Partners Full timeAbout Us EPIC Investment Partners ("EPIC") is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do....
-
Manager - Client Reporting
4 weeks ago
Dublin, Ireland EPIC Investment Partners Full timeAbout Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything...
