Paraplanner: Report Writing

3 days ago


Sutton, United Kingdom Kenneth Brian Associates Full time

A financial services recruitment firm in Sutton is seeking a Report Writer and Adviser Support. The ideal candidate has experience in suitability report writing, providing vital support to financial advisers. Responsibilities include preparing comprehensive reports and ensuring compliance with FCA standards using various financial planning systems. This role is perfect for someone who thrives in a collaborative, client-focused environment and pays strong attention to detail.
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