Report Writer and Advisor

5 days ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

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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