Investment Support Specialist

2 weeks ago


Wakefield, Wakefield, United Kingdom Austin Fraser Full time

Job Description

We require an experienced Paraplanner to support our Financial Advisers in delivering high-quality financial advice to clients. The successful candidate will have excellent communication skills and be able to work effectively in a fast-paced environment.

The ideal candidate will have a strong understanding of financial products and be able to provide technical support to Advisers. They will also be responsible for gathering information from clients, producing recommendations, and ensuring that all regulatory requirements are met.

In return, we offer a competitive salary, estimated at £45,000-£55,000 per annum, along with a range of benefits, including:

  • A hybrid working structure with a 50/50 split of time on-site and remote work.
  • 2x Death In Service cover.
  • A range of medical services, including health checks, digital GP access, mental health consultations, nutritionist consultations, second medical opinion service, Westfield Health medical cash plan, and Westfield Rewards smart spending cashback through selected retailers.
  • Company-funded social events throughout the year.


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