Report Writer and Advisor
5 days ago
A skilled Report Writer and Advisor is required to join a successful Independent Financial Advisory Firm based in Hull.
This role offers a unique opportunity to work in a fast-paced and demanding environment, developing your skills and expertise in Financial Planning. With full study support and a personalised development plan, this company would benefit someone looking for a long-term role in a well-respected firm.
The ideal candidate will have previous experience working within a Financial Service environment and have experience in writing suitability reports. Ideally, you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.
Responsibilities include:
- Completing pre-report file assessments and ensuring all compliance paperwork is in order
- Discussing the client's needs and objectives with the relevant adviser and preparing recommendation reports in accordance with agreed recommendations
- Producing Pension Reports/switch analysis and Cash Flow Forecast Reports
- Undertaking research to identify suitable solutions to meet the client's needs and objectives
Key Responsibilities:
- Client Relationship Management
- Report Writing and Compliance
- Research and Analysis
What's in it for you?
- Competitive Salary: £30,000 - £40,000 per annum
- Full Study Support
- Free Parking
- Pension
- Death in Service
- Private Medical Cover
- Annual pay reviews
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