Investment Support Professional

2 days ago


Londonderry, United Kingdom Benchmark Capital Full time
About the Position

We are seeking a highly skilled Investment Support Professional to join our team on a full-time permanent basis. As an Investment Support Professional, you will play a vital role in supporting our advisers with technical analytical work, such as cash-flow forecasting and investment analysis.

**Responsibilities:**

  • Effectively use in-house systems to track case progress, costs, and maintain an audit trail.
  • Stay updated on industry changes, particularly regarding suitability report requirements, and maintain CPD and FCA knowledge in line with company and CII standards.

The ideal candidate will have previous paraplanning experience and a strong understanding of retail investment, savings, pension, and protection products.

**Estimated Salary Range:** £38,000 - £48,000 per year.



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