Investment Support Specialist

14 hours ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Full time

We 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 include:

  • Providing research and analysis to support Financial Advisor decisions
  • Developing and maintaining client databases and records
  • Assisting with client onboarding and compliance processes
  • Preparing and presenting reports to Financial Advisors and clients

To be successful in this role, you should have a Level 4 qualification in Financial Planning and excellent communication and organisational skills.



  • Birmingham, Birmingham, United Kingdom Blessinginvestment Full time

    Investment 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:...


  • Birmingham, Birmingham, United Kingdom CleverHR Full time

    About CleverHR:We are an award-winning HR company committed to providing cutting-edge solutions for businesses. As a Savings and Investment Specialist, you will play a crucial role in helping our corporate clients achieve their financial goals. Our team is passionate about delivering exceptional results and building long-term relationships with our...

  • IT Auditor

    3 days ago


    Birmingham, Birmingham, United Kingdom Illinois CPA Society Full time

    **Job Title:** IT Auditor - Investment Banking SpecialistDeutsche Bank is seeking a skilled IT Auditor to join our global Group Audit (GA) function. As an IT Auditor, you will be responsible for evaluating the effectiveness of internal IT controls supporting Innovation and Investment Banking areas.Key Responsibilities:Evaluate IT controls in support of...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    About the Job:We are seeking an experienced Property Investment Specialist to join our team in Birmingham. The successful candidate will have a proven track record of driving business growth, leading teams, and maintaining close relationships with stakeholders.The ideal candidate will have previous experience in asset management, knowledge of tenant service...


  • Birmingham, Birmingham, United Kingdom The King's Trust Full time

    The King's Trust is looking for a skilled Cash and Investment Specialist to join their team in Birmingham. As a key member of the finance team, you will be responsible for ensuring the effective management of the Trust's cash and investments.The ideal candidate will have a strong understanding of cash flow analysis, liquidity reporting, and forecasting, with...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Job 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...


  • Birmingham, Birmingham, United Kingdom Austin Fraser Full time

    At 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...


  • Birmingham, Birmingham, United Kingdom Austin Fraser Full time

    Austin 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...


  • Birmingham, Birmingham, United Kingdom Beacon Support Full time

    Job DescriptionWe are seeking a qualified Learning Support Specialist to join our team at Beacon Support. This is an excellent opportunity for an experienced tutor and learning strategist to work with students who have SpLDs.About the RoleThis role involves providing academic support to students with Specific Learning Difficulties (SpLDs) such as dyslexia,...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Job DescriptionAs a Pensions and Investment Specialist, you will play a critical role in supporting our advisors and directors in providing expert financial planning advice. Your responsibilities will include:1. Providing technical support to advisors and directors by informing and advising on financial planning factors and suitable plans and products.2....


  • Birmingham, Birmingham, United Kingdom Law Support Ltd Full time

    Law Support Ltd: A Reputable Law Firm in Sutton Coldfield Seeks a Dedicated Conveyancing Support SpecialistAbout the Role:This is an excellent opportunity for a skilled and experienced Conveyancing Support Specialist to join our reputable law firm in Sutton Coldfield.The ideal candidate will have the skills and dedication to provide comprehensive support to...


  • Birmingham, Birmingham, United Kingdom ProFind Property Recruitment Full time

    Job Description:We are looking for a Real Estate Investment Specialist to manage our shopping centre. The role involves strategic asset management, financial oversight, lease management, property development, stakeholder engagement, and compliance with legal and regulatory standards.Key responsibilities include:Coordinating with internal teams and external...


  • Birmingham, Birmingham, United Kingdom Beacon Support Full time

    Job Title:Higher Education Support Specialist TutorAbout the Role:We are seeking a highly skilled and dedicated Higher Education Support Specialist Tutor to join our team at Beacon Support Ltd. This is an excellent opportunity for individuals who are passionate about supporting students with Autistic Spectrum Conditions (ASC) in their academic journey.Key...


  • Birmingham, Birmingham, United Kingdom Blessinginvestment Full time

    Key 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...


  • Birmingham, Birmingham, United Kingdom Housing and Support Recruitment Full time

    Job Title: Family Support SpecialistHousing and Support Recruitment is seeking a skilled and compassionate Family Support Specialist to join their team. The successful candidate will work closely with families to assess and address their needs, ensuring the safety and well-being of their children.Key Responsibilities:To conduct daily assessments and...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    Financial Services Career Opportunity:The Okailgroup Investment Advisor scheme offers an exciting opportunity for candidates to develop their skills and knowledge in the financial services sector. As an Investment Advisor, you will play a vital role in supporting the team and adapting to changing responsibilities, while also gaining valuable experience and...


  • Birmingham, Birmingham, United Kingdom Blessinginvestment Full time

    Blessinginvestment 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...


  • Birmingham, Birmingham, United Kingdom Australasian Recruitment Company Limited Full time

    Australasian Recruitment Company Limited is currently looking for a motivated Team Support Specialist to support their Investment Banking Division. As a 6 to 18-month assignment, this role offers an excellent chance to progress your administrative career.Your primary responsibilities will be:Coordinate calendars and diaries for investment bankersArrange...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    We 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...


  • Birmingham, Birmingham, United Kingdom Lancaster Associates Full time

    As an Executive Support Specialist at Lancaster Associates, you will have the opportunity to work in a dynamic and fast-paced environment as part of our Investment Banking division. With a strong focus on teamwork and collaboration, this role is ideal for an ambitious and hard-working individual who is eager to learn and develop their skills.Key...