Investment Support Professional
1 day ago
We are seeking an Investment Support Professional to join our team at Austin Fraser. In this role, you will work closely with our financial experts to provide high-quality investment solutions to clients. This position requires a strong understanding of financial markets, investment products, and regulatory requirements.
Main Responsibilities:- Support financial experts in developing tailored investment solutions for clients.
- Analyse client data using research tools to identify potential investments.
- Prepare and maintain accurate documentation, including suitability letters and client-specific illustrations.
- Manage and process product applications efficiently.
- In-depth knowledge of financial markets and investment products.
- Experience in a similar Paraplanner role, preferably within the financial services industry.
- Strong understanding of compliance and regulatory requirements.
- Proficiency in using financial planning software and tools.
- Relevant financial qualifications are highly beneficial.
- Annual salary up to £45k.
- Opportunities for professional development and career advancement.
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Investment Support Professional
6 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAt Austin Fraser, we are seeking a highly skilled Investment Support Professional to join our financial services division. This exciting opportunity involves working closely with our advisers to ensure that all investment information provided to clients meets the highest standards of accuracy and regulatory compliance.The ideal candidate will have a strong...
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Investment Professional
4 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timeKey ResponsibilitiesProvide expert financial planning and wealth management advice to clients.Analyze market trends and make informed investment decisions.Develop and implement comprehensive financial plans for clients.We are committed to creating a positive and supportive work environment, with opportunities for professional growth and development.
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Investment Support Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeKey ResponsibilitiesAs an Investment Advisor at Blessinginvestment, you will provide support and assistance to our branch/desk operations.You will work closely with colleagues to develop your skills and knowledge, particularly in areas such as commercial awareness and product services.The successful candidate will have a strong understanding of the financial...
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Investment Support Associate
4 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAustin Fraser is seeking an experienced Investment Support Associate to join our team in Birmingham or remotely. As a key member of our team, you will play a vital role in providing high-quality support to our advisers and clients.Responsibilities include:Interpreting data and providing analysis to inform client advice.Preparing and maintaining accurate...
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Investment Support Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeInvestment Support Role:This exciting opportunity is available at Blessinginvestment for a highly motivated and experienced Investment Advisor.The role involves providing support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary:...
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Investment Support Professional
4 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full timeWe are Ernest Gordon Recruitment, and we are committed to helping individuals achieve their career goals in the finance and wealth management sector. As a Paraplanner (Wealth Management) Study Support specialist, you will play a vital role in supporting the development of our clients' businesses and helping them succeed.Your Key Responsibilities:Provide...
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Strategic Investment Professional Wanted
4 weeks ago
Birmingham, Birmingham, United Kingdom Talent Flux Full timeJob Title:Investment AnalystCompany Overview:Talent Flux is a leading organization in the industry, and we're looking for a skilled Investment Analyst to join our team.Salary:We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience.Job Description:The Investment Analyst role involves conducting comprehensive financial research,...
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Sustainable Investment Professional
4 days ago
Birmingham, Birmingham, United Kingdom IGA Talent Solutions Full timeResponsibilitiesThis key role involves:Leading the development and implementation of our sustainability strategyMonitoring progress against climate change goals and reporting regularlyCollaborating with colleagues to ensure regulatory requirements are metIdentifying and pursuing new opportunities in responsible investingEmbedding sustainable practices within...
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Investment Support Specialist
1 day ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeInvestment Support Specialist Job DescriptionPremier Jobs UK Limited is seeking a highly skilled Investment Support Specialist to join their team in Castle Bromwich. The role involves providing technical, research, and administrative support to Financial Advisors and developing suitable client recommendations.This opportunity offers a competitive salary of...
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Investment Advisor Professional Opportunity
2 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeBlessinginvestment is seeking a highly skilled Investment Advisor to join its team in Birmingham, West Midlands. As a key member of our firm, you will be responsible for providing support and assistance to clients, adapting to changing responsibilities and using them to provide professional support.This comprehensive Investment Advisor scheme offers a range...
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Investment Support Specialist
4 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeWe are looking for an Investment Support Specialist to join our team in Birmingham. The estimated salary for this role is £35,000 - £50,000 per annum.In this position, you will be working closely with Financial Advisors to provide technical support, develop client recommendations, and maintain strong relationships with clients. Your responsibilities will...
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Sustainable Investment Manager
4 days ago
Birmingham, Birmingham, United Kingdom Synchronicity Group Full timeJob Title: Sustainable Investment ManagerA senior investment professional is required to develop and implement responsible investment frameworks for a leading UK pensions fund.We are seeking an experienced individual to work with our team in managing ESG risks and opportunities across the investment portfolio.Key Responsibilities:Develop and maintain...
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Pension Support Professional
1 day ago
Birmingham, Birmingham, United Kingdom Willis Towers Watson Full timeAbout UsWillis Towers Watson is a leading global advisory, broking and solutions company that helps clients manage risk, optimize benefits and capitalise on investment opportunities.We are seeking an experienced Pension Support Professional to join our thriving project management team, providing support across various pension change projects for medium to...
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Home Education Support Professional
6 days ago
Birmingham, Birmingham, United Kingdom Hays Business Support Full time**Role Summary:**We are looking for a skilled professional to join our team as a Home Education Support Professional. Your primary responsibility will be to assess the education provided for a child being homeschooled and evaluate the child's home environment. You will work closely with the Elective Home Education Team to ensure the well-being of the...
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Investment Support Manager
4 days ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeBlessinginvestment is seeking an experienced Investment Advisor to join our team and contribute to the delivery of exceptional client experiences.The successful candidate will be responsible for providing support and assistance to the branch/desk, adapting to changing responsibilities and using them as a learning platform.Location: Birmingham, West...
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Investment Advice Specialist
6 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob OverviewWe are seeking a skilled Financial Services Professional to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate will be responsible for...
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Birmingham, Birmingham, United Kingdom Lancaster Associates Limited Full timeLancaster Associates Limited is a leading investment bank seeking an ambitious and highly skilled individual with fluent German language skills to join their team as a Junior PA / Team Assistant.The ideal candidate will possess excellent interpersonal skills, bags of energy and enthusiasm, and a strong academic record, preferably with A Level or equivalent...
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Care Support Professional
7 days ago
Birmingham, Birmingham, United Kingdom This is an IT support group Full timeA Career in Care SupportWe're seeking compassionate and caring individuals to join our team as Care Support Professionals. As a Care Support Professional, you'll play a vital role in supporting residents with their daily needs and promoting their overall well-being.Your key responsibilities will include:Supporting residents with personal care, including...
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Investment Works Director
4 weeks ago
Birmingham, Birmingham, United Kingdom Moore Green Recruitment Ltd Full timeAbout the RoleWe are seeking a seasoned professional to lead our investment works team.As Investment Works Director, you will be responsible for the day-to-day running of planned maintenance and investment projects, providing leadership and management to the technical team. Your expertise in project management, staff supervision, and contractor oversight...
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Senior Investment Manager
24 hours ago
Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full timeAbout the Company\Pertemps Birmingham Commercial is a respected financial services firm seeking a qualified and experienced Independent Financial Adviser to join their team in the Midlands.\Job Summary\We are looking for a motivated professional to deliver expert investment advice while fostering strong client relationships. The successful candidate will...