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Report Writer

Locations -

Birmingham, Glasgow, Leeds, London, Manchester

The Role

The key purpose of the role is to research, analyse and compile financial planning reports using information collated during bespoke client meetings.

Working closely with advisers, paraplanners and the administrative support teams, you will be required to produce detailed reports based on the needs of clients.

You will ensure that all reports accurate, produced within agreed timelines and in line with internal and external business quality standards.

 

 

Responsibilities

  • Conduct research on clients’ financial planning arrangements
  • Undertake investment portfolio analysis (including asset allocation analysis)
  • Compile investment, pension and protection illustrations and projections
  • Prepare client service agreement and suitability letters
  • Transfer transaction instructions to application forms
  • Assist in checking client valuations

Experience & Skills

  • Experience of working in an administrative capacity
  • Worked within defined service standards, policies and procedures
  • Working towards the Certificate in Paraplanning (R01, R02, R03, J09)

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

 

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This role is available in 5 locations

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