Advisor Support (Suitability Reports)
Advisor Support (Suitability Reports)
£30,000 – £35,000 – Training + Progression + Supported Study + Hybrid + Company Benefits
Manchester
Do you have a background in Suitability Report writing within an IFA practice and are looking to take the next step within one of the top wealth management firms in the Northwest who will provide you with ample training and study support to assist in the rapid progression of your career?
On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.
On a daily basis you will be responsible for supporting advisors by report writing summarising client’s financial situations as well as recommendations. There will also be an element of research to understand financial products, regulatory changes and investment opportunities. After probation, this role has the opportunity for hybrid working with 2 days from home.
This role would suit a junior financial analyst or similar looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid working
The Role:
- Liaising with Advisors
- Suitability Report writing
- Research on Products and Market trends
- Hybrid working, 2 days a week from home
The Person:
- Background in an IFA practice
- Experience writing Suitability Reports
- Commutable to Manchester
REF BBBH: 10546
Key Words: Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Manchester, Hybrid
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
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The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.
