Pension & Investment Suitability Analyst in Liverpool

Pension & Investment Suitability Analyst in Liverpool

Liverpool Full-Time On-site
Fisher Asset Management, LLC

Fisher Investments Europe is seeking a Business Assurance Analyst to review suitability reports for pensions, ISAs, and other investments, ensuring all advice is in clients' best interests per FCA standards.

The role involves proactive client outreach, feedback for writers, and contributing to process improvements within the analytics and advice teams. Strong pension planning knowledge and Level 4/6 financial planning qualifications are preferred.

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Pension & Investment Suitability Analyst in Liverpool 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.

Fisher Asset Management, LLC

Contact Details:

Fisher Asset Management, LLC Recruitment Team