Home Based Investment Specialist

3 weeks ago


High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full time

We are seeking an experienced Home Based Investment Specialist to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide high-quality technical support and maintain accurate records. Your duties will include researching funds and products, writing suitability reports, and preparing client portfolio reviews.

To succeed in this role, you will need to possess excellent communication skills and a strong understanding of the financial services industry. You should be proficient in Microsoft Office, particularly Excel and Word, and have experience using analytical tools. A salary of £38,000 - £50,000 per annum reflects the importance of this role in delivering exceptional client service.

In addition to your salary, you will benefit from a range of employee perks, including a Company pension scheme, life insurance, and access to a Health Cash Plan. Our flexible working arrangements allow you to balance your work and personal life, while our collaborative team environment ensures that you will feel supported and valued in your role.


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