Financial Services Report Writer

20 hours ago


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

Lazenby's Financial Services is seeking a highly skilled and experienced Report Writer and Senior Administrator to join our team in Leeds, West Yorkshire.

Job Summary

We are looking for a talented individual to work closely with our IFA and Paraplanner to deliver high-quality suitability reports to clients. The successful candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities
  • Prepare clear and concise suitability reports that meet client needs and objectives
  • Work closely with the IFA and Paraplanner to ensure accurate and timely delivery of reports
  • Manage client queries and provide excellent customer service
  • Ensure all files are fully compliant and up-to-date
  • Contribute to the development of new business applications and maintain quality records
  • Attend team meetings and contribute to the growth and development of the team
Requirements
  • Experience working in the Financial Services sector
  • Strong understanding of FCA compliance requirements
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • High level of attention to detail and accuracy
What We Offer
  • Competitive salary and benefits package
  • Opportunity to work with a dynamic and growing team
  • Professional development and training opportunities
  • Flexible working hours and a supportive work environment


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