Job Description
Fisher Investments Europe is looking for an experienced suitability reviewer to join an internal business assurance team. \n The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. As a Business Assurance Analyst, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in our clients' best interests and meet internal standards.
\n \n Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority \n Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team \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 Explain complex issues in writing and face-to-face \n It’s the people that make the Fishe...