https://jobs.co.uk/job/private-client-onboarding-associate-fisher-investments--fa9ed4e1-93d0-4959-995e-05e12e6081fd RSS feed for Private Client Onboarding Associate at Fisher Investments. en-gb Wed, 07 Oct 2026 15:16:25 GMT https://jobs.co.uk/job/private-client-onboarding-associate-fisher-investments--fa9ed4e1-93d0-4959-995e-05e12e6081fd https://jobs.co.uk/job/private-client-onboarding-associate-fisher-investments--fa9ed4e1-93d0-4959-995e-05e12e6081fd Tue, 06 Oct 2026 11:53:28 GMT Location: City | Salary: 10000-500000 Annual | Type: Permanent | The Opportunity: The Private Client Onboarding Associate (PCO Associate) supports a variety of internal departments, such as a team of Private Client Directors/Executives (PCD/Es) and Private Client Advice Analysts (PCA Analysts), in onboarding and providing regulated, suitable advice to prospective clients. The purpose of this advice is to help clients meet their long-term goals. In order to achieve this, a PCO Associate will be primarily responsible for following up with third-party providers, entering pension and investment bond data into proprietary software, conducting analysis of prospective clients'' existing holdings, processing KYC and AML data, initiating risk assessments and formatting and producing recommendation materials. In addition to this, each PCO Associate will grow their analytical ability and acquire a broad understanding of financial planning tools through training and interaction with senior members of the group. The Day-to-Day: Act as a point of contact for the Private Client Directors/ Executives (PCD/Es) Prepare written proposals by collecting and compiling client information and information from third-party providers. Follow-up with pension and in... Permanent