⏰ Permanent

Compliance Suitability - Wealth Manager

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MERJE

                    Location
                    📍 London, United Kingdom
                

                    Posted
                    📅 June 11, 2026
                

                    Work Type
                    ⏰ Permanent
                

Position Overview

 MERJE are delighted to be partnered with this established Wealth Management firm in London.
 Working in a highly collaborative and successful environment, you will be part of a team that provides regulated financial and investment advice to clients in the UK and across Europe. As a Business Assurance Analyst, you will review and assess suitability reports related to pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts.
 Responsibilities include:
 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
 Proactively contact internal clients and seek further information and any necessary clarifications.
 Provide feedback to report writers and respond to any follow-up enquiries.
 Provide feedback to the Training Program Manager on areas that require furth...
                

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Job Details

⏰

Employment Type

Permanent

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