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Private Client Advisory - Suitability & Assurance Analyst
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-02-28
Listing for:
Fisher Investments UK
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services company in the UK is seeking a Private Client Advice Business Assurance Analyst. This role involves reviewing suitability reports to ensure compliance with FCA requirements, providing feedback to colleagues, and engaging in discussions for process improvements. The ideal candidate will hold a Level 4 qualification in Financial Planning and have a strong understanding of financial principles and pension planning.
This full-time position offers competitive benefits including healthcare and retirement plans.
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