Fisher Investments Europe is seeking a Private Client Advice Business Assurance Analyst in Birmingham to review suitability reports on pensions, ISAs, General Investment Accounts, investment bonds and trusts to ensure recommendations meet clients' best interests and internal standards.
The role emphasizes clear written and face-to-face explanations, feedback to report writers, and collaboration with management to improve processes. Level 4 Diploma and FCA COBS knowledge are highly regarded.
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Private Client Advice Compliance Analyst 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
