IFA Technical Administrator and Report Writer

IFA Technical Administrator and Report Writer: £40,000, a 4% annual bonus, 5% employer pension and 25 days holiday plus bank holidays. This is a technical administrator and report writer job for someone who wants to be the person the advisers actually come to, not the one sat at the back writing reports for people you barely speak to.About the firm:A well-established wealth management practice in Knutsford, in the region of £300m AUM with five advisers looking after business owners, senior executives and retired private clients. The owners are the draw here, relaxed, fair, transparent and genuine, and a practice manager was brought in specifically to get the systems and processes right, so this technical administrator job sits inside a support function that works rather than one that is firefighting.The job:This is a hands-on technical administrator and report writer job with real client contact and genuine responsibility for the technical work.Acting as the technical point of contact for the advisers, from new business through to ongoing reviewsWriting clear, compliant suitability reports and recommendationsBuilding and maintaining plans across investment, retirement, tax and estate planningPreparing client review documentation, cashflow updates and investment performance analysisObtaining and analysing product information, quotes and illustrations for comparisonsAttending client meetings and liaising with clients and third parties to keep cases movingWhat you''ll ..... full job details .....