Business Assurance Analyst - Private Client Advice

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. xlzlddp 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