Fisher Investments Europe is seeking a Private Client Advice Business Assurance Analyst in Birmingham to review suitability reports on pensions, ISAs, General Investment Accounts, investment bonds and trusts to ensure recommendations meet clients’ best interests and internal standards.
The role emphasizes clear written and face-to-face explanations, feedback to report writers, and collaboration with management to improve processes. Level 4 Diploma and FCA COBS knowledge are highly regarded.
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