Financial Report Specialist
4 weeks ago
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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