Investment Support Specialist

22 hours ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time
Investment Support Specialist Job Description

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
About the Company:

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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