IFA Assistant & Report Writer

Eventus Recruitment are seeking a dedicated IFA Assistant & Report Writer to join a Financial Planning firm in Salford, Greater Manchester. It is a fantastic opportunity to play a key role in supporting consultants and providing an exceptional client experience. This position of IFA Assistant & Report Writer offers a supportive environment, a range of valuable benefits, and the opportunity to be part of a collaborative, client-focused team. Benefits of this full-time, permanent job include flexible and hybrid working, 23 days’ holiday (rising to 28 days) + bank holidays, free onsite parking, numerous healthcare benefits and much more.

Role Responsibilities

The IFA Assistant & Report Writer will support consultants in delivering an outstanding client journey, ensuring clients feel supported at every stage of their investment or financial advice journey. Your day-to-day responsibilities will include:

• Writing reports and handling business processing and packaging.
• Providing 1-to-1 (or 1-to-2) support for consultants.
• Building relationships with consultants’ clients and keeping them updated on progress.
• Taking overall responsibility for all client work from initial appointment to annual review.
• Generating tax information for consultant review.
• Managing letters of authority, withdrawals, valuations, and general queries.
• Attending weekly meetings with the Client Relationship Team (CRT) to address issues or concerns.
• Maintaining knowledge of the Centralised Investment Proposition.
• Updating and maintaining client records on the Intelligent Office (IO) system.
• Collaborating with the administrative team to ensure effective support.

Person Specification

The ideal candidate will have experience working in a fast-paced, client-focused financial planning environment. The following skills and attributes are sought after from the incoming IFA Assistant & Report Writer:

• Experience using standard office software, including Excel, Word, and Outlook.
• Experience providing administrative support in a busy office environment.
• Proven ability to deliver excellent customer service.
• Report writing skills.
• Ability to communicate effectively with a wide range of stakeholders, including legal representatives.
• Strong time management and prioritisation skills.
• Excellent written and verbal communication skills.
• High level of accuracy and attention to detail.
• Ability to understand and interpret complex information.
• Self-motivation, drive, and enthusiasm.
• Professional attitude and commitment to client care.

Benefits and Rewards

The employer offers a wide range of benefits designed to support employee wellbeing and reward dedication. These include:

• 23 days holiday (rising to 28 days with service) plus bank holidays and Christmas closure
• Flexible and hybrid working
• Study Support (E.g. Diploma exams)
• Private health insurance
• Critical illness cover
• Employee Assistance Programme
• Death in Service benefit
• Christmas and New Year’s closure
• Free eye tests
• Free onsite parking
• Access to Life Works platform (online benefits and cashback scheme)
• Enhanced pension scheme (after 3 months’ service) with generous company contribution
• Cycle-to-work scheme (after 6 months’ service)
• BUPA Cash Plan (after 3 years’ service
• Group strategy days with a 3-course meal and entertainment
• Regular social events organised by the social committee
• Free breakfast once a month.

About the Company

The employer is undoubtedly a leading organisation in its specialist area and in Greater Manchester, committed to delivering exceptional financial planning services. They believe in fostering a healthy work-life balance and offer flexible working arrangements and hybrid working options for employees. Their culture is focused on collaboration, continuous learning, and providing employees with opportunities for growth and career development.

Next Steps

Apply now if your skills and experience align with this IFA Assistant & Report Writer role. If you'd like to learn more about this job opportunity, please contact Duncan McIlroy for a confidential discussion.

If this role isn't quite right for you but you are looking for a new position, please get in touch with us to discuss other opportunities that align with your career goals.

We are an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances. Our privacy policy is available on our website.