Private Client Advice Analyst β€” Assurance & Compliance

Private Client Advice Analyst β€” Assurance & Compliance

Full-Time No working from home possible
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Fisher Investments Europe is seeking a Business Assurance Analyst in the UK to review suitability reports for pensions, ISAs, GIA, investment bonds and trusts, ensuring all advice aligns with clients' best interests and internal standards.

The role involves proactive communication with internal clients, feedback to report writers, and contributing to process improvements, backed by strong knowledge of financial planning and FCA COBS requirements.

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Private Client Advice Analyst β€” Assurance & Compliance employer: Fisher Investments UK

Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment where network engineers can thrive. With comprehensive benefits such as 100% paid health premiums, generous annual leave, and a strong focus on training and development, employees are empowered to achieve their long-term career goals while enjoying a supportive culture. Located in a vibrant area, this role provides the opportunity to work on large-scale projects and make a meaningful impact within a dedicated team of experts.

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Contact Details:

Fisher Investments UK Recruitment Team