IFA Report Writer

Eventus Recruitment Group; St Helens; Vor Ort; GBP 32.000 - 35.000; Vollzeit

Benefits dieser Stelle

Pension 5%

Bonus 5%

Holiday (26→30)

Free parking

Birthday day off

Study support

Paraplanning route

Zusammenfassung

Eventus Recruitment Group in St Helens, Merseyside is seeking an IFA Report Writer for a full-time, permanent role. The role writes suitability reports from adviser notes and client risk profiles, turning meetings into regulator-ready documents.

Salary £32,000–£35,000, 5% employer pension, 5% profit-share bonus and 26 days' holiday. Working hours are Monday to Friday with a flexible start between 8 and 10 and finish between 4 and 6.

Qualifikationen

• Experience writing suitability reports in an IFA/financial planning firm.
• Knowledge of pensions, ISAs, general investment accounts and bonds.
• Ability to manage multiple reports to deadlines.
• Ability to challenge adviser notes when needed.
• Working knowledge of back-office systems (Intelliflo Office or equivalent).
• High accuracy in regulated documents and clear client communication.
• Interest in CII study with support for progression.

Aufgaben

• Drafting suitability reports from adviser notes, fact find and risk profile.
• Producing annual review reports and client letters.
• Checking reports match the recommendations and supporting evidence.
• Raising gaps or queries with the adviser before issue.
• Preparing illustrations, key features and fee paperwork for each report.
• Collaborating with paraplanners and advisers on case writing.
• Keeping client and case records accurate in the back-office system.

Kenntnisse

Report writing

Pensions knowledge

Organisation

Attention to detail

Intelliflo Office

Clear written English

Tools

Intelliflo Office

Jobbeschreibung

Eventus Recruitment are seeking an IFA Report Writer to join an independent, whole of market financial planning firm in St Helens, Merseyside. This is a full-time, permanent job paying £32,000 to £35,000 depending on experience, with a 5% employer pension, a profit-share bonus of 5% of salary and 26 days' holiday plus bank holidays rising to 30 with service. It is office-based in St Helens, Merseyside, Monday to Friday, with a flexible start between 8 and 10 and finish between 4 and 6. The firm is growing its team and offers a route from report writing into paraplanning and, if wanted, on into advice.

Role Responsibilities

The IFA Report Writer turns the adviser's recommendation into the suitability report the client reads and the regulator expects. The advisers do the meeting and make the recommendation, and you take it from their notes, the fact find and the risk profile to a clear, compliant report. It is the writing side of paraplanning, so this suits someone who already understands pensions and investments and would rather spend the day writing well than researching providers.

Key responsibilities include:

• Drafting suitability reports from the adviser's notes, fact find and risk profile
• Producing annual review reports and ongoing client letters
• Checking each report matches the recommendation and the supporting evidence
• Raising gaps or queries with the adviser before a report goes out
• Preparing the illustrations, key features and fee paperwork that go with each report
• Working alongside the paraplanner and advisers on how cases are written up
• Keeping client and case records accurate on the back office system

Person Specification

The successful IFA Report Writer will ideally have written suitability reports in an IFA or financial planning firm already, and report writers, technical administrators and trainee paraplanners are equally welcome. What matters most is a working knowledge of the advice process and the products a report covers, so the adviser's notes make sense to you without a translation.

You should also be able to demonstrate the following:

• Report writing or technical administration experience within an IFA or financial planning firm
• Sound knowledge of pensions, ISAs, general investment accounts and bonds
• Organisation to keep several reports moving to deadline at once
• The confidence to question an adviser's notes when something does not add up
• Working knowledge of Intelliflo Office, or another back office system
• Accuracy and attention to detail in regulated documents
• Clear, plain written English that a client can follow
• Interest in CII study, with papers passed or under way a bonus

Benefits and Rewards

This IFA Report Writer job pays £32,000 to £35,000 depending on experience. It is full-time and permanent, Monday to Friday, office-based in St Helens, Merseyside, and comes with:

• Salary of £32,000 to £35,000, the top of the range for strong Intelliflo experience
• 5% employer pension through a salary sacrifice scheme
• Profit-share bonus of 5% of salary
• 26 days' holiday plus bank holidays, rising to 30 with service
• Option to buy or sell holiday, plus a day off for your birthday
• Life cover at 3x salary after one year's service
• Private medical insurance after a qualifying period
• Enhanced company sick pay once probation is passed, rising with service
• CII and Diploma study support
• A route into paraplanning and, if wanted, on into advice
• Flexible start between 8 and 10 and finish between 4 and 6
• Free parking

About the Company

The employer is a founder-led, independent financial planning firm in St Helens, Merseyside, that advises whole of market across pensions, investments, inheritance tax, mortgages and protection. It has grown over two decades largely on referral, the founder still holds client advice relationships, and the team of 18 is planned to reach around 30 over the next three years. Paraplanning and administration are both in-house, so this job joins a team already built around supporting the advisers.

The firm has confirmed a route from this job into paraplanning and on into advice. A recent administrator who I placed there is halfway through her Level 4 Diploma and already doing paraplanning work, and one of the firm's current advisers joined as an administrator, moved into paraplanning and now advises clients, qualifications supported along the way.

As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.