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Financial Services Report Writer
4 weeks ago
Company Overview:
Lazenby's Financial Services is a leading independent financial advice team based in Leeds, West Yorkshire. Our team of experienced financial advisers provides unbiased advice and bespoke financial plans to help clients build a secure financial future.
Job Summary:
We are seeking a skilled Report Writer and Senior Administrator to join our team. The successful candidate will work closely with our IFA and Paraplanner to deliver high-quality suitability reports to clients. The role involves understanding client needs and objectives, preparing clear and effective reports, and ensuring all files are fully compliant and finished.
Key Responsibilities:
- Work closely with IFA and Paraplanner to deliver quality suitability reports to clients
- Understand client needs and objectives based on information provided by Paraplanner and IFA
- Prepare clear, succinct, and effective suitability reports
- Regularly check work to maintain high accuracy and low error rate within agreed deadlines
- Provide IFA with fund switch reports and GIA to ISA reports
- Ensure all files are fully compliant and finished
- Deal with remedials within prompt timescales
- Input and maintain quality records on client practice management system, Intelligent Office
- Submit new business applications within timescales and amend Service Case/Binder/Opportunity
- Manage client queries and work alongside Administrator to ensure seamless client interaction
- Cover for Administrator when not in the office
- Follow all processes and procedures for Report Writer and Administrator role
- Attend and take an active role in team meetings
- Maintain knowledge of Company and competitors' products
- Observe business etiquette and confidentiality at all times
- Use initiative with regard to office tasks and functions, manage and prioritize own workload in consultation with IFA and Paraplanner
- Responsible for own health and safety
- Attend training courses and other team events as required
- Carry out such other reasonable tasks that may from time to time be allocated
Requirements:
- Experience working in Financial Services sector
- Experience and full understanding of FCA compliance requirements
- Experience in writing complex and detailed reports for cases
- Ability to assess information, make comparisons, and identify critical features
- Experience in updating client electronic files
- Fully competent in desktop applications (Microsoft Word, Excel, Outlook)
Personal Characteristics:
- Customer-focused, putting the customer at the heart of everything we do
- A team player, working alongside others with positivity and respect
- Demonstrates loyalty and commitment to the business and colleagues, ensuring all decisions are for the benefit of the business
- Has an empathetic approach to colleagues and clients
- Open and honest at all times
- Flexible in terms of ability to operate in and contribute to a changing environment
- Ability to make decisions and use initiative
- A willingness to take full ownership of the role and go above and beyond
- High level of interpersonal skills, able to communicate with clarity, openness, conviction, and enthusiasm
- Excellent planning, organizing, and prioritizing skills
- Willing to learn
- Proven background of high attention to detail
