Investment Support Professional

6 hours ago


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 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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