Report Writer - IFA
£22,000 - £28,000 basic salary plus company benefits, free parking, exam support
A successful IFA with an office in Northumberland are looking for a Paraplanner / Report Writer to join their successful organisation.
I am looking for a support individual from an IFA or Wealth management background to join the company and provide an important function in supporting the Advisors within the business.
The successful applicant will already have experience within an IFA/Wealth Management organisation providing technical administrative support including suitability report writing.
The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with the Directors / Advisors
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in a supportive and positive environment and receive a competitive salary package, full exam support, various company benefits and an ethical, professional working environment. You will work with varied and challenging clients and cases.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.