Investment Support Professional

1 day ago


Birmingham, Birmingham, United Kingdom Austin Fraser Full time

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.
Required Skills:
  • 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.
Compensation and Benefits:
  • Annual salary up to £45k.
  • Opportunities for professional development and career advancement.


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