Investment Support Specialist
22 hours ago
Premier 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 £35,000 - £40,000, including quarterly and annual bonuses, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays, birthday off, and financial support towards exams.
The ideal candidate will possess Level 4 qualified in Financial Planning, 2+ years of experience in Financial Services with a background in an IFA practice, and experience using Intelligent Office and confidence in MS Office.
Responsibilities:- Support Financial Advisors by reviewing client files
- Analyse data to create tailored solutions for clients
- Develop key feature documents
- Monitor compliance of client files
Premier Jobs UK Limited is a rapidly growing independent financial advice group, boasting a team of 10 Financial Advisers servicing over £500m FuM and aiming to grow further.
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Investment Support Specialist
3 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 Specialist
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Investment Support Specialist
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Savings and Investment Specialist
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IT Auditor
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Property Investment Specialist
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Cash and Investment Specialist
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Investment Advice Specialist
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Investment Support Professional
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Investment Support Professional
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Investment Support Associate
3 days ago
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Learning Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Beacon Support Full timeJob 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,...
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Pensions and Investment Specialist
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Conveyancing Support Specialist
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Birmingham, Birmingham, United Kingdom Law Support Ltd Full timeLaw 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...
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Real Estate Investment Specialist
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Conveyancing Support Specialist
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Higher Education Support Specialist Tutor
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Investment Support Professional
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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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Family Support Specialist
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