Investment Counsellor

Fisher Investments UK

Join Fisher Investments Australasia as an Investment Counsellor, managing a roster of high-net-worth clients without the need for prospecting.

Last checked on July 9, 2026. We may earn a commission when you click through.

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The lack of prospecting is making this role appealing for seasoned advisors who prefer client management over sales. However, the structured environment may feel limiting for those seeking more flexibility in their approach.

✓ Stable client base provided ✓ Focus on high-net-worth clients ✓ No cold calling or prospecting

Investment Counsellor

Fisher Investments UK

Updated 8 days ago
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You'll be redirected to au.talent.com

New South Wales

The lack of prospecting is making this role appealing for seasoned advisors who prefer client management over sales. However, the structured environment may feel limiting for those seeking more flexibility in their approach.

About this role

Join Fisher Investments Australasia as an Investment Counsellor, managing a roster of high-net-worth clients without the need for prospecting.

About the Company

Fisher Investments UK is a leading investment firm focused on providing tailored financial solutions for high-net-worth individuals.

Key Highlights

  • No prospecting required, work with existing clients
  • Focus on high-net-worth clients
  • Specialised approach to investment management
  • Supportive firm structure with sales separation
  • Opportunities for professional growth

💡 Honest Take: This role offers a unique opportunity for experienced financial advisors but may not suit those looking for a more dynamic client acquisition process.

Pros

  • Stable client base provided
  • Focus on high-net-worth clients
  • No cold calling or prospecting
  • Structured support from the firm
  • Potential for career advancement

Cons

  • Limited flexibility in client acquisition
  • May not suit dynamic sales-oriented personalities
  • Location-specific to Sydney
  • No salary range provided
  • Remote work not an option

Best For: Ideal for those who thrive on building long-term relationships with high-net-worth clients without the pressure of constant prospecting.

Watch Out: Be prepared for a structured environment that may not allow for much flexibility in client acquisition methods.

Apply for this position

You'll be redirected to au.talent.com

Expert Review

This position at Fisher Investments Australasia is designed for those looking to leverage their expertise without the hustle of prospecting. The firm provides a roster of high-net-worth clients, allowing counsellors to focus on managing and growing these relationships. This can lead to a more fulfilling experience for advisors who prefer nurturing existing accounts rather than chasing new leads.

While the role is appealing for its client stability, it lacks flexibility. Advisors accustomed to a more dynamic approach may find the structured environment restrictive. The firm’s separation of sales and client management is a double-edged sword; it ensures a clear focus on client needs but may limit personal initiative in broadening client bases.

Prospective applicants should note that this position is location-specific to Sydney, and remote working options are not available. details on salary are not provided, which could be a consideration for those evaluating their financial expectations. According to Fisher's official page, the role emphasizes professional growth, ttractive for ambitious financial professionals.

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