Fisher Investments Europe is seeking a Business Assurance Analyst in the UK to review suitability reports for pensions, ISAs, General Investment Accounts, investment bonds and trusts, ensuring all advice aligns with FCA requirements.
You will proactively engage internal clients for information, provide feedback to report writers, and collaborate with the Training Program Manager to drive improvements within the advice team.
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Private Client Assurance Analyst - Financial Planning in City of Westminster employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. Located in a dynamic environment, the role of Business Process Associate provides ample opportunities for career development and meaningful contributions to the investment universe.
