Report Writer

3 weeks ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

Salary: Estimated £25,000-£30,000 per year.

About the Role

We are seeking a skilled Report Writer to join our client's team based in Hull. As a Report Writer, you will be responsible for preparing high-quality reports that meet the client's needs and objectives.

The ideal candidate will have previous experience in writing suitability reports and be working towards or have achieved Level 4 Diploma in Regulated Financial Planning.

Key Responsibilities
  1. Complete pre-report file assessments to ensure all compliance paperwork is in order.
  2. Discuss the client's needs and objectives with the relevant adviser to understand their requirements.
  3. Prepare recommendation reports that meet the client's needs and objectives.
  4. Production of Pension Reports/switch analysis and Cash Flow Forecast Reports.
  5. Undertake research to identify suitable solutions to meet the client's needs and objectives.
What We Offer
  • 25 days holiday + bank holidays.
  • Full study support to help you achieve your career goals.
  • Free parking for a stress-free commute.
  • Pension scheme to secure your future.
  • Death in Service benefit for peace of mind.
  • Private Medical Cover to keep you healthy.
  • Annual pay reviews to reflect your hard work.


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