Report Writer - Paraplanning

MB Fitzgerald
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

MB Fitzgerald are currently working with a well-established firm of Chartered Financial Planners in the Wolverhampton area to recruit a Report Writer to support their Advisers.

The firm have experienced an upturn in business over the past few years and as such are looking to bolster their support team. The company specialise in providing Pension and Investment Advice to HNW individuals though they also advise on IHT, Tax, Protection etc.

Your main responsibility will be to write detailed suitability reports, so previous experience of Report Writing for an IFA/ Financial Planner is essential. You should have a good working knowledge of Pension and Investment products and any progress towards the Diploma Financial Planning would be advantageous but is not essential. Other responsibilities will be Calculations, dealing with client/ network queries, administration etc.

The business are forward thinking and offer full support towards exams and study materials, should you wish to take them. Salary is between £25K and £30K.

This role would suit an experienced Paraplanner looking for a more relaxed, flexible working environment or perhaps a Senior IFA Administrator who has Suitability Report Writing experience and is looking for some progression.