The Global Marketing Web Analytics & Testing Analyst works in the office and assists with the department's web data, reporting, analytics, and data project oversight. You will help measure campaign performance, integrate data to uncover areas we can optimises and measures new initiatives applying web data. The Opportunity: Assist with the department's web reporting needs, maintaining and improving the web data structure, providing recommendations to management to improve marketing campaign performance. Running statistical analytics and predictive models to identify new areas to optimize or target; work closely with marketing management to measure our testing programme. The Day-to-Day: Oversee assigned complex tasks to completion Identify potential process improvements and recommend solutions to management Help develop and implement proposed solutions to improve the efficiency of marketing campaigns Complete various projects in collaboration with management and other departments Mentor associates and new analysts on the team Work onsite, under guidance, in a team-based and open office environment Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 2 years of SQL experience required Experience with Google Analytics or Google BigQuery Strong qualitative and quantitative skills required Analyse various situations and develop creative solutions using data Ability to prioritize workload and manage time across various tasks 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Feb 05, 2026
Full time
The Global Marketing Web Analytics & Testing Analyst works in the office and assists with the department's web data, reporting, analytics, and data project oversight. You will help measure campaign performance, integrate data to uncover areas we can optimises and measures new initiatives applying web data. The Opportunity: Assist with the department's web reporting needs, maintaining and improving the web data structure, providing recommendations to management to improve marketing campaign performance. Running statistical analytics and predictive models to identify new areas to optimize or target; work closely with marketing management to measure our testing programme. The Day-to-Day: Oversee assigned complex tasks to completion Identify potential process improvements and recommend solutions to management Help develop and implement proposed solutions to improve the efficiency of marketing campaigns Complete various projects in collaboration with management and other departments Mentor associates and new analysts on the team Work onsite, under guidance, in a team-based and open office environment Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 2 years of SQL experience required Experience with Google Analytics or Google BigQuery Strong qualitative and quantitative skills required Analyse various situations and develop creative solutions using data Ability to prioritize workload and manage time across various tasks 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. The Day-to-Day: Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations & drawdown advice Inheritance tax and Estate Planning, including of trust planning Tax-efficient cash flow strategies using cash-flow analyses Optimise Investments - Reviewing suitability of investment wrappers and optimising tax efficiency Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role Your Qualifications: University graduate or equivalent combination of education and a competent level of client facing experience Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be attractive but not essential Genuine desire to provide a high standard of advice and service to clients Manage complexity and coordinate across several departments under strict timelines You are engaging and can connect with a wide array of audiences by phone and email Exceptional organisational skills, effective diary management and adhering to deadlines Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Feb 05, 2026
Full time
The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. The Day-to-Day: Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations & drawdown advice Inheritance tax and Estate Planning, including of trust planning Tax-efficient cash flow strategies using cash-flow analyses Optimise Investments - Reviewing suitability of investment wrappers and optimising tax efficiency Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role Your Qualifications: University graduate or equivalent combination of education and a competent level of client facing experience Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be attractive but not essential Genuine desire to provide a high standard of advice and service to clients Manage complexity and coordinate across several departments under strict timelines You are engaging and can connect with a wide array of audiences by phone and email Exceptional organisational skills, effective diary management and adhering to deadlines Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help. The Opportunity: Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know! The Day-to-Day: Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in? Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps Use a sales CRM to manage the sales pipeline and record information on prospects Understand the prospect's needs and market solutions which align to those needs Your Qualifications: A desire to get started in Financial Sales and progress to a further role Keen interest in a career in sales Why Fisher Investments Europe: The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer) 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer). A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer) Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Feb 03, 2026
Full time
Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help. The Opportunity: Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know! The Day-to-Day: Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in? Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps Use a sales CRM to manage the sales pipeline and record information on prospects Understand the prospect's needs and market solutions which align to those needs Your Qualifications: A desire to get started in Financial Sales and progress to a further role Keen interest in a career in sales Why Fisher Investments Europe: The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer) 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer). A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer) Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Review and formulate plans for clients with highly specialised situations. Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. 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
Feb 03, 2026
Full time
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Review and formulate plans for clients with highly specialised situations. Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. 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
The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce reports based on the current situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Swedish and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Feb 03, 2026
Full time
The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce reports based on the current situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Swedish and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role 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 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 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 A retirement 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
Feb 03, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role 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 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 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 A retirement 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
The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Korean Ad-hoc projects as directed by management Your Qualifications: Korean native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Feb 02, 2026
Full time
The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Korean Ad-hoc projects as directed by management Your Qualifications: Korean native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director. Your Qualifications: Consistent and quantifiable individual sales success with stock market investors RDR level 4 qualification 5+ years of success selling to high net worth individuals Quantifiable track record in closing new investor business Motivated mindset to set and reach goals: "money is a measure of success" Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding documented sales ability Optimistic outlook; see failures as opportunities to improve and find solutions High activity orientation and persistent through setbacks Ability to connect with a wide array of audiences through dynamic interpersonal skills Highly ethical and professional Why Fisher Investments Europ e: 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 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 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 A retirement 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
Feb 02, 2026
Full time
The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director. Your Qualifications: Consistent and quantifiable individual sales success with stock market investors RDR level 4 qualification 5+ years of success selling to high net worth individuals Quantifiable track record in closing new investor business Motivated mindset to set and reach goals: "money is a measure of success" Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding documented sales ability Optimistic outlook; see failures as opportunities to improve and find solutions High activity orientation and persistent through setbacks Ability to connect with a wide array of audiences through dynamic interpersonal skills Highly ethical and professional Why Fisher Investments Europ e: 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 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 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 A retirement 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
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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
Oct 02, 2025
Full time
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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
Oct 02, 2025
Full time
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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 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 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 A retirement 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
The Opportunity: As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day: Lead portfolio reviews for clients and related partners Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook Become the expert on your assigned clients and their investment goals Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects Anticipate and fulfill client requests, identify opportunities and threats for each client Identify cross-sell and addition opportunities for Sales Relationship Managers Create customised action plans for each client to further build relationships and minimise risks Your Qualifications: At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry Strong capital markets knowledge Fluency in English, additional language skills an asset Committed to maintain quality of work while sticking to self-imposed timelines Engage with a wide array of audiences by phone, email and in person and also values collaboration Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies Enjoy travelling 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 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 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 A retirement 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 We 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. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Oct 01, 2025
Full time
The Opportunity: As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day: Lead portfolio reviews for clients and related partners Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook Become the expert on your assigned clients and their investment goals Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects Anticipate and fulfill client requests, identify opportunities and threats for each client Identify cross-sell and addition opportunities for Sales Relationship Managers Create customised action plans for each client to further build relationships and minimise risks Your Qualifications: At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry Strong capital markets knowledge Fluency in English, additional language skills an asset Committed to maintain quality of work while sticking to self-imposed timelines Engage with a wide array of audiences by phone, email and in person and also values collaboration Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies Enjoy travelling 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 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 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 A retirement 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 We 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. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Norwegian Ad-hoc projects as directed by management Your Qualifications: Norwegian native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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
Oct 01, 2025
Full time
The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Norwegian Ad-hoc projects as directed by management Your Qualifications: Norwegian native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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 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 A retirement 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 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