Full job descriptionIFA Technical Administrator & Report Writer: £40,000, a 4% annual bonus, 5% employer pension and 25 days holiday plus bank holidays. This is a technical administrator and report writer job for someone who wants to be the person the advisers actually come to, not the one sat at the back writing reports for people you barely speak to.
About the firm:
A well-established wealth management practice in Knutsford, in the region of £300m AUM with five advisers looking after business owners, senior executives and retired private clients. The owners are the draw here, relaxed, fair, transparent and genuine, and a practice manager was brought in specifically to get the systems and processes right, so this technical administrator job sits inside a support function that works rather than one that is firefighting.
The job:
This is a hands-on technical administrator and report writer job with real client contact and genuine responsibility for the technical work.
*Acting as the technical point of contact for the advisers, from new business through to ongoing reviews
*Writing clear, compliant suitability reports and recommendations
*Building and maintaining plans across investment, retirement, tax and estate planning
*Preparing client review documentation, cashflow updates and investment performance analysis
*Obtaining and analysing product information, quotes and illustrations for comparisons
*Attending client meetings and liaising with clients and third parties to keep cases moving
What you’ll need:
*Paraplanning or technical administration experience within an IFA or wealth management firm
*Experience producing suitability reports and cashflow models
*Confidence dealing with clients, advisers and third parties, the part that matters most in this job
*Strong understanding of financial planning principles and regulatory requirements
*Exceptional attention to detail, strong numeracy, and good Excel and Word skills
Level 4 Diploma (or working towards it), pension transfer experience, IHT product knowledge and familiarity with Voyant are all a bonus rather than essential.
The package:
*£40,000
*5% employer pension contribution
*4% annual bonus
*25 days holiday plus bank holidays
*Study support if you want to take your exams
*Hybrid and flexible working for the right person
Next steps:
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other technical administration and paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn’t quite right but you’re considering your next move, I’m always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.