IFA Report Writer: Paraplanning Path to Advice

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 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.