At a Glance
- Tasks: Support advisers by producing clear reports and maintaining client relationships.
- Company: Established wealth management practice known for its relaxed and fair culture.
- Benefits: £40,000 salary, 4% bonus, 5% pension, 25 days holiday, and study support.
- Other info: Flexible hybrid working and genuine opportunities for career growth.
- Why this job: Join a small team where your input directly impacts clients and the business.
- Qualifications: Experience in paraplanning or technical administration within wealth management.
The predicted salary is between 40000 - 40000 £ per year.
Eventus Recruitment are seeking an IFA Technical Administrator and Report Writer to join a well-established wealth management practice in Knutsford, Cheshire. This is a full-time, permanent job paying £40,000, with a 4% annual bonus, 5% employer pension, 25 days holiday plus bank holidays, study support and hybrid, flexible working for the right person.
As the incoming IFA Technical Administrator and Report Writer you'll join a practice of five advisers and a support function that has been properly organised around them. The job is built around established report frameworks and templated suitability letters rather than whole-of-market research, which means less time buried in comparison tables and more time in front of clients. Accuracy is expected, but so is the confidence to pick up the phone, and that combination is what the practice is really after.
Key responsibilities include:
- Acting as the technical point of contact for the advisers, from new business through to ongoing reviews
- Producing clear, compliant suitability reports and recommendations
- Constructing and maintaining planning solutions across investment, retirement, tax and estate planning
- Preparing client review documentation including cashflow updates and investment performance analysis
- Obtaining and analysing product information, quotes and illustrations to support comparisons
- Supporting preparation for and attending client meetings
- Liaising with clients and third parties to keep cases progressing
- Assisting with tax calculations and keeping current on templates and regulatory change
About You
The right person here is as comfortable talking to a client or an adviser as they are getting a report right. Technical accuracy is the entry ticket, but the practice wants someone personable who will settle in and stay. You should also be able to demonstrate the following:
- Paraplanning or technical administration experience within an IFA or wealth management firm
- Experience producing suitability reports and cashflow models
- Strong understanding of financial planning principles and regulatory requirements
- Confidence using templated suitability letters and report frameworks
- Exceptional attention to detail, strong numeracy and analytical skills
- Confidence dealing with clients and third parties, with discretion
- Strong Excel and Word skills
- Calm and resilient when handling competing demands
Benefits and Rewards
As well as a salary of £40,000, you'll join a small practice that is genuinely well run and offers the following:
- 5% employer pension contribution
- 4% annual bonus
- 25 days holiday plus bank holidays
- Study support if you want to take your exams
- Hybrid and flexible working for the right person
About the Firm
The employer is a well-established wealth management practice in Knutsford, in the region of £300m under management, built by a lead adviser with over twenty years in regulated advice behind him. Five advisers look after a client base of business owners, senior corporate executives and retired private clients, with services spanning investment, retirement, inheritance tax, protection and intergenerational planning.
What marks this practice out is the people running it, who have a reputation for being relaxed, fair, transparent and genuine, and the fact that a practice manager was brought in specifically to get the systems and processes right. Exams are supported for anyone who wants to take them, and the working balance is a real one, hybrid and flexible for the right people with genuine value placed on collaborating in the office.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other technical administration and paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004.
Technical Administrator & Report Writer in Knutsford employer: The Eventus Recruitment Group
Join a well-established law firm in Enfield that prioritises quality client care and offers a supportive team environment for Publicly Funded Family Solicitors. With a competitive salary of up to £45,000 and opportunities for career progression, this role provides high-quality supervision and a varied caseload of Legal Aid matters, making it an excellent choice for those looking to grow their legal career in a modern office setting.
Contact Details:
The Eventus Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical Administrator & Report Writer in Knutsford
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace Technical Administrator & Report Writer in Knutsford
Some tips for your application 🫡
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Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show The Eventus Recruitment Group how you can be a team player!
How to prepare for a job interview at The Eventus Recruitment Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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✨Connect with Company Goals
Familiarise yourself with The Eventus Recruitment Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
