Report Writer - KFS Recruitment : Job Details

A well-established and highly reputable IFA practice, offering holistic financial planning advice is seeking an additional person to join their team. The successful candidate will be working closely with Advisers, Compliance Manager and MD of the business in building template-based reports.

Duties include:

Writing reports for:-

• Investments – ISA/Pension Top ups
• Pensions – switches and transfers (money purchase)
• Protection – Life cover, CIC & Income Protection, PMI
• Using ATEB linked to the back-office system (Xplan)
• Liaising with clients, colleagues, clients, providers

Person criteria:

• Somebody with a good product knowledge – experience of report writing within the IFA sector
• Paraplanning or strong IFA support experience
• Communicates well with advisers, colleagues, clients where appropriate
• Attention to detail, produces reports to a high standard
• Ideally Diploma Level 4 qualified

Additional Information:

• Salary: likely to be £40,000+ discretionary bonus (which has been 10% in recent years)
• City/hybrid – job holder will be required to work from the office 2-3 days each week
• 9-5.30 or 8.30-5pm – remote working will be considered for somebody within easy reach of London
• 20 days holiday plus time off at Christmas (usually one week)
• Pension/DIS/PHI
• Support with appropriate industry qualifications