Business Assurance Analyst - Private Client Advice

that require further improvement and development in the advice team /n Discuss possible process improvements with management and senior management /n Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement /n /n Your Qualifications: /n /n /n University graduate or equivalent combination of education/experience /n Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning /n Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification /n Very strong understanding of financial planning principles with a specialism in pension planning /n Very strong understanding of the FCA's COBS requirements for suitability /n Experience in file reviewing personal recommendations for retail clients /n Explain complex issues in writing and face-to-face /n Dynamic people skills with the ability to provide an efficient, professional and courteous service to internal clients /n /n Why Fisher Investments Europe: /n /n 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. /n /n 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: /n /n 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents /n 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays /n Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees /n $10,000

• fertility, hormonal health and family-forming benefit /n 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 /n Gym subsidy of up to £50 per month /n Employee Assistance Program and other emotional wellbeing services /n A collaborative working environment that practises ongoing training, educational support and employee appreciation events /n /n
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. /n /n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER