At a Glance
- Tasks: Review financial suitability reports and ensure client advice is top-notch.
- Company: Fisher Investments Europe, a leader in financial services.
- Benefits: Competitive salary, flexible working hours, and career development opportunities.
- Other info: Join a supportive team focused on continuous improvement and client success.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Strong understanding of financial planning and FCA regulations.
The predicted salary is between 31500 - 38500 £ per year.
Fisher Investments Europe is seeking a Business Assurance Analyst to review suitability reports for pensions, ISAs, General Investment Accounts, investment bonds and trusts to ensure advice is in clients' best interests. You will liaise with internal teams, provide guidance to report writers, and identify improvements for the advice process.
The role requires a strong grasp of financial planning principles, FCA COBS requirements, and the ability to explain complex issues in writing.
FCA Compliance & Financial Planning Review Analyst employer: Fisher Investments
Fisher Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members can advance their careers while enjoying a supportive culture that values communication and teamwork. Our office-based role also allows for potential hybrid work options, making it easier to balance professional and personal commitments.
