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Financial Services Report Writer
2 months ago
Lazenby's Financial Services is seeking a highly skilled and experienced Report Writer and Senior Administrator to join our team in Leeds, West Yorkshire.
Job SummaryWe are looking for a talented individual to work closely with our IFA and Paraplanner to deliver high-quality suitability reports to clients. The successful candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities- Prepare clear and concise suitability reports that meet client needs and objectives
- Work closely with the IFA and Paraplanner to ensure accurate and timely delivery of reports
- Manage client queries and provide excellent customer service
- Ensure all files are fully compliant and up-to-date
- Contribute to the development of new business applications and maintain quality records
- Attend team meetings and contribute to the growth and development of the team
- Experience working in the Financial Services sector
- Strong understanding of FCA compliance requirements
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- High level of attention to detail and accuracy
- Competitive salary and benefits package
- Opportunity to work with a dynamic and growing team
- Professional development and training opportunities
- Flexible working hours and a supportive work environment
