IFA Report Writer/Technical Services
- Location:
- Stockport jobs
,
Cheshire jobs
- Salary:
- £18000 - £25000 per annum + to £25,000 plus bonus and benefits
- Company:
- IPS Financial Services
- Job type:
- Permanent jobs
- Date posted:
- 30/10/2009 12:57
- Job id:
- 45804915
- Contact:
- Dan Haynes
- Ref:
- Totaljobs/DLH466778
This recognisable brand name seek an IFA Technical Support/Report Writer to join its existing team. Working as part of the technical back office team you will produce Suitability Letters for IFAs from the receipt of Fact Finds. These Suitability Letters will cover IHT planning, Personal & Occupational Pension schemes, Protection and Investment products.
Ideally you will have gained your experience working in an IFA environment, with paraplanning skills being a distinct advantage, but applications from individuals from life office/provider backgrounds will be accepted providing you are a capable communicator who can build relationships with IFAs to ensure quality advice, efficient production of reports and the effective handling of IFA queries.
You will need to be qualified to a minimum level of FPC/CeFA or equivalent, and be keen to make strong progress towards Diploma level certification.
