Fisher Investments Europe is seeking a Business Assurance Analyst to review suitability reports for money purchase pensions, ISAs, GIA, investment bonds, and trusts, ensuring all recommendations are in clientsβ best interests and meet internal standards.
The role involves proactive client outreach, providing feedback to writers, and participating in process improvements within a regulatory framework. A strong foundation in financial planning and FCA COBS is essential.
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Regulatory Assurance Analyst β Pension & Investment Advice in Manchester 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