Technical Report Writer

3 weeks ago


Worcester, Worcestershire, United Kingdom Headturner Search Full time

Headturner Search is seeking a Technical Report Writer to assist in and support the functioning of the technical department in achieving outstanding client outcomes, business objectives, and regulatory obligations.

This role requires a highly skilled team player with a strong work ethic, excellent communication skills, and a keen eye for detail. The ideal candidate will have a minimum of 2 years paraplanning/technical report writing financial services experience, be at least level 4 qualified, and possibly on the journey to becoming chartered.

The key responsibilities of this role include preparing review packs for client meetings, writing client reports and recommendations letters, preparing advice packs and application/nomination forms, submitting requests for information to providers, keying amendments and adjustments to policies and new applications, cashflow planning, research using various tools, and submitting business and maintaining client records on Intelligent Office and Sharepoint systems.

We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience, plus benefits including 25 days paid holiday, matched pension contribution up to 4% earnings, annual discretionary bonus, £50k Critical Illness Cover, 4 x Death in Service, private medical insurance, additional support for training and development, carbon footprint off-setting, and two paid volunteering days per annum supported as part of our community support programme.



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