MB Fitzgerald are currently working with a well-established firm of Chartered Financial Planners in London to recruit an additional Report Writer/Paraplanner 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 currently have 10 members of staff including 3 Advisers and the business is extremely profitable. They 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 researching suitable funds, Calculations, dealing with client/ network queries etc.
The business are forward thinking and offer flexible working hours to all of their employees (please ask for more details) as well as full support towards exams and study materials, should you wish to take them. Salary is between £25K and £33K.
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.