Fisher Investments Europe is seeking a qualified financial planning professional in Birmingham to support the advice team, drive improvements, and ensure client‑focused service. You will discuss process enhancements with management and participate in roundtable reviews with report writers.
The role requires a university degree or equivalent, Level 4 Diploma in Financial Planning, and ideally Level 6/Chartered status, with AF3/G60 PTS advantageous.
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Private Client Advice Assurance Analyst | Pension & FCA in Birmingham employer: Fisher Asset Management, LLC
Fisher Asset Management, LLC is an exceptional employer located in the vibrant city of London, offering a dynamic work culture that fosters collaboration and professional growth. As an Italian Client Services Specialist, you will enjoy extensive benefits such as comprehensive health coverage and generous leave policies, while gaining invaluable experience in client relationship management within the European market. Join us to be part of a team that values your contributions and supports your career development in a rewarding environment.
Contact Details:
Fisher Asset Management, LLC Recruitment Team
