Investment Support Specialist
1 week ago
We are looking for a talented Investment Support Specialist to join our team in Newcastle.
The ideal candidate will have a strong understanding of investment products and services, with excellent analytical and problem-solving skills.
This role offers a great opportunity for career progression, with the possibility of moving into an Advisory capacity or a more senior paraplanning position.
Responsibilities:
- Producing accurate and compliant suitability reports
- Collaborating with the adviser to ensure effective client support
- Developing and maintaining knowledge of investment products and services
- Providing high-quality advice documentation
- Maintaining accurate records and reporting
Salary: Up to £40,000 + discretionary bonus
Location: Newcastle
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