 
        IFA Administrator & Report Writer
Vision-fs Recruitment
        
Cheam, Surrey
•7 hours ago
•No application
About
Position: IFA Administrator & Report Writer (Paraplanner)Location: Cheam, SurreySalary/package: Up to £55,000, 5% annual bonus, Pension (employer 5%, employee 3%), Death in Service (x 4), 26 days annual leave, Study supportYOUR NEW COMPANYOur client is a well-established IFA business, set up during the early 1990s. The firm’s aim is to provide simple and professional advice to make sure all their clients achieve their financial goals - a philosophy which hasn’t changed in over than 30 years.THE ROLEDue to an imminent retirement, the business is now keen to hire an IFA Administrator & Report Writer (Paraplanner) to join its support team. The position is office based with flexible hours. Reporting to the Head of Administration, the IFA Administrator & Report Writer (Paraplanner)'s key duties will include:Suitability Report Writing – to include review letters.Provide support to the advisors with cash flow modelling, risk reports and research.Use various systems such as Intelligent Office, Volume, Aveni and Mabel Insight.Understand and use of various provider platforms.Provide administrative support to financial advisers, servicing new and existing clients.REQUIREMENTSCandidates interested in the IFA Administrator & Report Writer (Paraplanner) vacancy will need the following criteria:Paraplanning experience including writing suitability reports (incl. review letters)Studying for a Level 4 qualification or better.Intelligent Office experience.Experience of processing new business applications and ongoing client servicing.Live a commutable distance from Cheam,Surrey.REMUNERATION / PACKAGEThe package for the IFA Administrator & Report Writer (Paraplanner) vacancy is as follows:<
 
             
         
				 
                         
        



