Investment Support Specialist
2 days ago
About Us
">AFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK, dedicated to providing exceptional client experiences and expert financial advice.
We have over 30 years of experience and more than 200 accredited advisers nationwide, making us one of the largest independent financial advisory firms in the UK.
We are proud to offer a range of benefits and perks, including flexible working, competitive salary, pension scheme, and opportunities for professional development.
">Role Overview
">We are currently seeking an experienced Investment Support Specialist to join our team, providing support with financial research, investment reports, and complex plan analysis.
This role offers a competitive salary of £32,000 - £37,000 per annum, depending on experience, plus benefits and opportunities for professional development.
">About the Job
">The Investment Support Specialist will be responsible for delivering high-quality financial research, preparing bespoke investment reports, and interpreting complex plan information.
Key responsibilities include:
">- Delivering comprehensive financial research within set SLAs using company-approved research tools.
- Preparing and delivering bespoke investment reports to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks.
- Interpreting complex plan information with a view to completing transfer analysis.
- Preparation of complex financial planning reports in multiple financial planning areas.
- Researching and reviewing new and existing legislation and technical/product information to aid in the role performed.
- Participating in firm research projects, adhering to set deadlines as required.
Requirements
">To be considered for this role, candidates must have:
">- A Diploma in Financial Planning or equivalent qualification.
- Demonstrated knowledge and experience in personal financial planning and construction of financial planning research and suitability reports.
- Experience working in an IFA environment, with quality communication and constructive feedback skills.
- A high standard of written and numerical skills, with ability to demonstrate strong report-writing skills.
- A high level of accuracy and attention to detail, with aptitude in Microsoft Office.
What We Offer
">As a valued member of the AFH Wealth Management team, you can expect:
">- A competitive salary of £32,000 - £37,000 per annum, depending on experience.
- A contributory pension scheme with Royal London, plus death-in-service benefit.
- A discretionary annual bonus, following completion of a year's service.
- Flexible working and holidays, including annual buy & sell scheme options and birthday off.
- Access to the MediCash app for health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Tailored learning and development programmes to pursue your career goals.
- Shopping discounts with various retailers, including access to free online training courses.
Career Growth
">At AFH Wealth Management, we believe in investing in our employees' careers and offering opportunities for growth and development.
We have a proven track record of promoting from within and supporting our employees in achieving their career aspirations.
-
Investment Analysis Specialist
2 hours ago
Bromsgrove, Worcestershire, United Kingdom Hireful Full timeJob DescriptionWe are seeking an experienced Investment Analysis Specialist to join our team at Hireful, a UK-based asset manager and investment company in the social housing sector. As a key member of our growing real estate practice, you will play a crucial role in the investment analysis of potential and active investments across our portfolio.Your...
-
Investment Analysis Specialist
6 days ago
Bromsgrove, Worcestershire, United Kingdom Hireful Full timeAbout the RoleWe are a UK-based asset manager and investment company in the social housing sector. Our goal is to deliver exceptional value to our ethical-minded investors. We are seeking an experienced Financial Analyst to play a key role in the investment analysis of potential and active investments across the portfolio.This role requires a hands-on...
-
Financial Analyst
6 days ago
Bromsgrove, Worcestershire, United Kingdom Hireful Full timeJob OverviewHireful is a UK-based asset manager and investment company in the social housing sector. We are seeking an experienced Financial Analyst to play a key role in the investment analysis of potential and active investments across the portfolio.This is a hands-on role that demands active involvement across the investment process, from conducting...
-
HR Support Specialist
1 week ago
Bromsgrove, Worcestershire, United Kingdom Johnson Fleming Full timeWe are seeking an HR Support Specialist to join our team in Bromsgrove. As an HR Support Specialist, you will play a vital role in supporting the HR Operations Manager with the HR aspects of all Merger & Acquisition (M&A) processes.About the RoleThis is an exciting opportunity for an Administrative HR Coordinator to join our dynamic team. You will be...
-
Administrative Support Specialist
1 week ago
Bromsgrove, Worcestershire, United Kingdom LHR Full timeWe are looking for an Administrative Support Specialist to join our team in Bromsgrove, supporting a data-driven project with a competitive salary of £44 per hour plus holiday pay. This is a great opportunity to gain valuable experience working with high volumes of data, developing your skills in Excel, and contributing to a dynamic business.As an...
-
Caregiving Support Specialist
1 week ago
Bromsgrove, Worcestershire, United Kingdom Oxford Aunts Full timeMeaningful Work in Home CareOxford Aunts provides dedicated support for individuals seeking to maintain their independence. As a live-in care specialist, you will play a vital role in ensuring clients receive the necessary care and companionship.We offer competitive rates of pay – up to £141 per day – as well as flexible work patterns and benefits...
-
Care Support Specialist
1 week ago
Bromsgrove, Worcestershire, United Kingdom Care By Us Ltd Full timeJob Title: Care Support SpecialistWe are seeking a compassionate and caring individual to provide award-winning care to support clients in their own homes, maintaining their independence, dignity, and self-worth.The estimated salary for this role is £11.44 per hour.About the RoleAs a Care Support Specialist with our team, you will be responsible...
-
Sales Support Specialist
2 days ago
Bromsgrove, Worcestershire, United Kingdom RS Hydro Full timeWe are seeking a highly skilled Sales Support Specialist to join our team at RS Hydro in Stoke Prior, Bromsgrove, Worcestershire. This is an exciting opportunity for the right individual to build relationships with customers, drive sales growth, and contribute to the success of our busy sales team.The successful candidate will have excellent communication...
-
Adult Development Specialist
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Sanctuary Personnel Ltd Full timeAbout the RoleWe are looking for an Adult Development Specialist to join our team at Sanctuary Personnel Ltd. In this role, you will be working closely with adults and carers to empower them to improve their well-being and independence.The successful candidate will have significant experience in safeguarding and complex situations, with expertise in...
-
Administrative Support Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom We Are Workforce Ltd Full timeWe Are Workforce Ltd is seeking an Administrative Support Specialist to provide administrative assistance to our accounting team. This is an excellent opportunity for a motivated and organised individual to gain valuable experience and develop their skills.Key responsibilities include providing administrative support to the accounting team, maintaining...
-
Business Administration Support Specialist
15 hours ago
Bromsgrove, Worcestershire, United Kingdom Getting In Limited Full timeJob Title:Business Administration Support SpecialistAbout the Role:We are seeking a highly organized and detail-oriented Business Administration Support Specialist to join our Commercial Team. As a key member of our team, you will provide administrative support to our commercial operations, ensuring seamless day-to-day activities.Key...
-
Learning Support Specialist
3 days ago
Bromsgrove, Worcestershire, United Kingdom Milestone Education Ltd Full timeMilestone Education Ltd is seeking a Learning Support Specialist to provide support to students with diverse learning needs. Job DescriptionThe ideal candidate will be a compassionate and dedicated individual who can adapt teaching methods to meet the needs of students with varying abilities.Main ResponsibilitiesProvide 1:1 or group support to students,...
-
Educational Support Specialist
4 days ago
Bromsgrove, Worcestershire, United Kingdom TeacherActive Full timeRole OverviewWe are seeking an experienced Educational Support Specialist to work with vulnerable children in Worcestershire Council. The successful candidate will have a proven track record of supporting students with SEMH needs, including PMLD, SEMH, and Profound Health Needs.Key ResponsibilitiesPlan and deliver lesson activities and resources tailored to...
-
Care Support Specialist
4 days ago
Bromsgrove, Worcestershire, United Kingdom Service Care Solutions Full timeJob Title: Social Work AssistantAbout the Role:We are seeking a Care Support Specialist to join our dynamic team at Service Care Solutions. This role involves providing support and assistance to individuals with complex needs, helping them regain independence and achieve their goals.Key Responsibilities:Conduct assessments and create personalized support...
-
Education Support Specialist
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Milestone Education Ltd Full timeJob SummaryWe are seeking an experienced Education Support Specialist to join our team in a SEN teaching assistant role at a partnered school in Birmingham. This is a fantastic opportunity for a dedicated individual to make a meaningful difference in the lives of students with special educational needs and disabilities.About the RoleThis SEND teaching...
-
Educational Science Support Specialist
4 days ago
Bromsgrove, Worcestershire, United Kingdom Smile Education Full timeJob OverviewWe are recruiting for an Educational Science Support Specialist to start immediately at a school in Bromsgrove. The role is full-time and the hours are from 08:30 to 15:30, Monday to Friday.Job DescriptionThis role involves laboratory management, equipment maintenance, experiment preparation, and ensuring compliance with health and safety...
-
Education Support Specialist
6 days ago
Bromsgrove, Worcestershire, United Kingdom Milestone Education Ltd Full timeRole Overview">Milestone Education is seeking a dedicated Learning Support Assistant in SEND to work with a partnered school in Birmingham.">About the Role">This position requires an individual who can provide personalized support for students with diverse educational needs and disabilities, ensuring an inclusive environment that fosters academic and...
-
Real Estate Support Specialist
6 days ago
Bromsgrove, Worcestershire, United Kingdom CV Library Full timeWe are seeking a highly motivated Real Estate Support Specialist to join our team at The Best Connection Group in Bromsgrove, UK.This role involves supporting the Facilities department in managing a large portfolio of properties across the country, ensuring all property requirements operate effectively.Job Description:Provide administrative support to the...
-
Social Work Support Specialist
1 week ago
Bromsgrove, Worcestershire, United Kingdom Service Care Solutions Full timeAbout the RoleWe're seeking a highly skilled Social Work Support Specialist to join our dynamic team at Service Care Solutions.This exciting opportunity will involve conducting assessments, creating person-centred support plans, and providing advice and practical support to help service users regain independence.As a key member of our team, you'll work...
-
Private Client Support Specialist
6 days ago
Bromsgrove, Worcestershire, United Kingdom GMP Recruitment Ltd Full timeA prestigious regional law firm in Bromsgrove, supported by GMP Recruitment Ltd, is seeking a skilled Private Client Support Specialist to join their team. This exciting role offers a comprehensive package, including a competitive basic salary of up to £24,500 per annum and attractive benefits.About the RoleIn this key position, you will provide high-level...