Investment Support Professional
6 hours ago
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 understanding of financial markets, investment products, and regulatory environments, as well as excellent analytical and communication skills. Key responsibilities of this position include:
- Receiving instructions from advisers following client meetings
- Analysing client data using research tools to provide tailored solutions
- Preparing and maintaining documentation, including suitability letters and key feature documents
- Using research software tools effectively to support recommendations
- Managing and processing both online and paper-based applications for life, investment, and pension products
We offer a competitive salary of up to £45,000 per annum, a dynamic work environment, and opportunities for professional development and career advancement.
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Investment Support Professional
3 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 Specialist
3 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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Strategic Investment Professional Wanted
3 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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Investment Advisor Professional Opportunity
1 week 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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Home Education Support Professional
9 hours 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 Advice Specialist
6 hours 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
12 hours 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 Portfolio Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAbout the RoleWe are seeking an experienced Investment Manager to join our dynamic team at SF Recruitment in Birmingham.Job DescriptionThe successful candidate will be responsible for monitoring investment portfolios daily, producing monthly investment reports, and attending treasury meetings. Additional responsibilities include analysing portfolio returns,...
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Investment Works Director
3 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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Financial Support Professional
1 week ago
Birmingham, Birmingham, United Kingdom Phil Jones Associates Ltd & PJA Civil Engineering Ltd Full timeAbout UsPhil Jones Associates Ltd & PJA Civil Engineering Ltd is a leading provider of professional services to the construction industry. We are committed to delivering high-quality solutions to our clients and investing in the development of our staff. Our finance team plays a critical role in supporting our business operations, and we are seeking a...
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Education Support Professional
7 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob Title: BSL Teaching AssistantWe are seeking a dedicated and skilled professional to support deaf students in a nurturing educational environment.A leading deaf school in Northfield, Birmingham, is committed to providing high-quality education for deaf and hard-of-hearing students aged 4-19. As a BSL Teaching Assistant, you will play a vital role in...
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Savings and Investment Specialist
1 week ago
Birmingham, Birmingham, United Kingdom CleverHR Full timeAbout 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...
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Investment Oversight Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeAbout the RoleWe are seeking a highly skilled Investment Oversight Analyst to join our team at Clayton Davies. As an Investment Oversight Analyst, you will play a crucial role in ensuring the effective management of our investment portfolio.Key Responsibilities:Investment Monitoring: You will be responsible for daily monitoring of relevant investment and...
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Technical Support Professional
6 hours ago
Birmingham, Birmingham, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeKey ResponsibilitiesTo assist the Financial Planner in formulating advice to clients, providing technical support and guidance as needed.Review client objectives to ensure they are clear, concise, and achievable based on their financial circumstances.Provide research and analysis of investment funds and financial products while considering client...
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Lift Service Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Professional Technical Full timeAbout UsProfessional Technical is a leading international lift engineering company offering attractive financial packages and opportunities for growth and development. We are currently seeing a well-experienced Lift Service Engineer to support us in a key area of our business covering Birmingham and surrounding areas.About the JobAs a Lift Engineer, you will...
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Sustainability Investment Expert
9 hours ago
Birmingham, Birmingham, United Kingdom IGA Talent Solutions Full timeJob Summary:A leading partner in talent solutions is collaborating with a prominent Defined Benefit pension scheme in the UK to hire a responsible investment manager on a contract basis.This temporary position will support an existing team member's maternity leave for 12-18 months and involve close collaboration with the investment director and head of the...
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Cash and Investment Administrator
2 days ago
Birmingham, Birmingham, United Kingdom Robertson Bell Full timeKey ResponsibilitiesOversee the management, monitoring, and reporting of The King's Trust's financial instruments to drive optimal performance and security.Act as the key liaison for internal stakeholders and banking institutions, expertly managing transfers, investments, credit facilities, and account structures.Collaborate with the finance governance team...
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Capital Investment Planner
6 hours ago
Birmingham, Birmingham, United Kingdom WSP Global Inc. Full timeWe are looking for an experienced Capital Investment Planner to join our team at WSP Global Inc. in the UK. This role comes with a salary range of £55,000 - £75,000 per annum.About the CompanyWSP Global Inc. is a leading professional services firm that helps our clients build better communities and a more sustainable future. Our team is dedicated to...
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Senior Investment Director
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAre you a driven investment professional looking for a new challenge? We are currently seeking an experienced Investment Manager to join our team at a reputable Wealth Management business in the heart of Birmingham.About the Role:We are responsible for monitoring and managing investment portfolios on a day-to-day basis, ensuring that our clients' investments...