Financial Services Report Writer

3 hours ago

Leeds, Leeds, United Kingdom Lazenby's Financial Services Full time
Job Title: Report Writer and Senior Administrator

Company Overview:

Lazenby's Financial Services is a leading independent financial advice team based in Leeds, West Yorkshire. Our team of experienced financial advisers provides unbiased advice and bespoke financial plans to help clients build a secure financial future.

Job Summary:

We are seeking a skilled Report Writer and Senior Administrator to join our team. The successful candidate will work closely with our IFA and Paraplanner to deliver high-quality suitability reports to clients. The role involves understanding client needs and objectives, preparing clear and effective reports, and ensuring all files are fully compliant and finished.

Key Responsibilities:

  • Work closely with IFA and Paraplanner to deliver quality suitability reports to clients
  • Understand client needs and objectives based on information provided by Paraplanner and IFA
  • Prepare clear, succinct, and effective suitability reports
  • Regularly check work to maintain high accuracy and low error rate within agreed deadlines
  • Provide IFA with fund switch reports and GIA to ISA reports
  • Ensure all files are fully compliant and finished
  • Deal with remedials within prompt timescales
  • Input and maintain quality records on client practice management system, Intelligent Office
  • Submit new business applications within timescales and amend Service Case/Binder/Opportunity
  • Manage client queries and work alongside Administrator to ensure seamless client interaction
  • Cover for Administrator when not in the office
  • Follow all processes and procedures for Report Writer and Administrator role
  • Attend and take an active role in team meetings
  • Maintain knowledge of Company and competitors' products
  • Observe business etiquette and confidentiality at all times
  • Use initiative with regard to office tasks and functions, manage and prioritize own workload in consultation with IFA and Paraplanner
  • Responsible for own health and safety
  • Attend training courses and other team events as required
  • Carry out such other reasonable tasks that may from time to time be allocated

Requirements:

  • Experience working in Financial Services sector
  • Experience and full understanding of FCA compliance requirements
  • Experience in writing complex and detailed reports for cases
  • Ability to assess information, make comparisons, and identify critical features
  • Experience in updating client electronic files
  • Fully competent in desktop applications (Microsoft Word, Excel, Outlook)

Personal Characteristics:

  • Customer-focused, putting the customer at the heart of everything we do
  • A team player, working alongside others with positivity and respect
  • Demonstrates loyalty and commitment to the business and colleagues, ensuring all decisions are for the benefit of the business
  • Has an empathetic approach to colleagues and clients
  • Open and honest at all times
  • Flexible in terms of ability to operate in and contribute to a changing environment
  • Ability to make decisions and use initiative
  • A willingness to take full ownership of the role and go above and beyond
  • High level of interpersonal skills, able to communicate with clarity, openness, conviction, and enthusiasm
  • Excellent planning, organizing, and prioritizing skills
  • Willing to learn
  • Proven background of high attention to detail

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