Pension & Investment Suitability Analyst

Company: Fisher Asset Management, LLC
Apply for the Pension & Investment Suitability Analyst
Location: Liverpool
Job Description:

Fisher Investments Europe is seeking a Business Assurance Analyst to review suitability reports for pensions, ISAs, and other investments, ensuring all advice is in clients’ best interests per FCA standards.

The role involves proactive client outreach, feedback for writers, and contributing to process improvements within the analytics and advice teams. Strong pension planning knowledge and Level 4/6 financial planning qualifications are preferred.

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Posted: October 22nd, 2026