Fisher Investments Europe is looking to hire a talented file reviewer to join a new internal business assurance team. You will be responsible for reviewing suitability reports to ensure that all financial and investment advice recommendations, made by Private Client Advice group (PCA), are in the clients best interests and meet internal standards. The scope of the business assurance review work will cover all client advice services offered, by PCA group, although it will primarily be pension switch/consolidation, ISA transfers, investment bonds and General Investment Account transfers.
The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. The client advice service, offered by FIE, includes retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning as well as asset allocation recommendations. Candidates will be skilled in reviewing and assessing suitability reports primarily related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to establish an internal business assurance team and help ensure that clients continue to receive a first class service and appropriate financial and investment advice.
The primary day to day responsibilities are as follows (not an exhaustive list):
Why Fisher Investments Europe:
Fisher Investments Europe offers investment advice and portfolio management tailored to clients’ long-term goals. Client assets are held at European and UK custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
To help our employees meet their long-term goals, we offer an array of benefits, including:
The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
*Employees responsible for taxes
**Available only to regular full-time employees with at least a 12-month contract