Fisher Investments Europe seeks a Business Assurance Analyst to review suitability reports on pensions, ISAs and related investments for UK clients, ensuring recommendations meet FCA COBS requirements and internal standards. You will proactively request clarifications from report writers.
University graduate or Level 4/6 qualification in financial planning, with strong pension planning knowledge and excellent written and face‑to‑face communication.
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Senior Private Client Advice Analyst (Pensions & FCA) in Leeds 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
