IFA Report Writer

Heat Recruitment
£20,000 - £24,999
19 Jun 2019
21 Jun 2019
Contract Type
Full Time
My client is a well-established IFA firm that specialise in personal financial planning. They boast a huge range of options for all individuals and offer thousands of different products to provide a genuine whole of market offering in order to give the client the best choice possible.

The Opportunity:

This is a chance to join a growing team of Independent Financial Advisors with a strong reputation within the industry.

Due to an increase in business being generated and growth, this company has created a new role for the right person to join the team as and be involved with a range of administrative duties as well as some report writing for the firms clients.

You will be working closely with the firms advisors as well as the other back office staff to provide a high quality comprehensive service.

What's needed for me to be considered?
  • Previous experience within an IFA practice environment
  • Ideally you will be working towards the level 4 diploma
  • Good technical knowledge of Pensions and Investments

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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