Investment Support Specialist

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
About the Role

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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