Financial Report Specialist

4 weeks ago


Leeds, United Kingdom Intellect UK Group Limited Full time

About the Role


We are seeking a skilled Financial Report Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners in preparing high-quality, client-focused suitability reports. The successful candidate will also be responsible for managing and updating our CRM system.



Key Responsibilities:

  • Preparing comprehensive suitability reports for clients, working closely with IFAs and Senior Paraplanners;
  • Managing and maintaining accurate records within our CRM system;
  • Sustaining effective relationships with clients through excellent communication and report delivery;
  • Collaborating with the team to ensure seamless integration of report preparation and CRM management processes.


What We Offer:

  • A competitive salary of £30,000, flexible and based on experience;
  • Pension scheme contributions; 6 weeks' annual leave plus bank holidays; private medical insurance;
  • Ongoing training and professional development opportunities to enhance your skills and career prospects.


Requirements:

  • Proven experience in financial services or a related field;
  • Strong analytical and problem-solving skills, with attention to detail and ability to work accurately under pressure;
  • Excellent communication and interpersonal skills, with the capacity to build strong relationships with clients and colleagues alike;
  • Proficiency in CRM software and Microsoft Office applications.


Note:

The salary is negotiable based on experience, and we encourage applicants from diverse backgrounds to apply.



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