Private Client Advice Business Assurance Analyst

and seek further information and any necessary clarifications

• Provide feedback to report writers and respond to any follow-up enquiries

• Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team

• Discuss possible process improvements with management and senior management

• Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement

Your Qualifications:

• University graduate or equivalent combination of education/experience

• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning

• Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification

• Very strong understanding of financial planning principles with a specialism in pension planning

• Very strong understanding of the FCA's COBS requirements for suitability

• Experience in file reviewing personal recommendations for retail clients

• Explain complex issues in writing and face-to-face

• Dynamic people skills with the ability to provide an efficient, professional and courteous service to internal clients

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents

• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays

• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees

• $10,000* fertility, hormonal health and family-forming benefit

• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions

• Gym subsidy of up to £50 per month

• Employee Assistance Program and other emotional wellbeing services

• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER