An excellent opportunity has arisen with a highly regarded wealth management firm seeking a Report Writer to support its growing Financial Planning team.
Working alongside Financial Planners and Paraplanners, you will play a key role in the preparation and delivery of high-quality suitability reports for private clients across a broad range of financial planning areas, including Investments, Protection, Retirement Planning and Tax solutions
Paraplanner duties will include –
- Producing clear, accurate and compliant suitability reports
- Preparing both template-based and bespoke client recommendations
- Supporting Financial Planners in the construction and presentation of advice
- Liaising with colleagues to gather research, provider information and client valuations
- Assisting with the ongoing management of client cases through to completion
- Maintaining a high standard of technical and regulatory accuracy
You will be experienced in report writing within a Financial Planning environment, working in an support or technical capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.
Report Writer Inverurie, United Kingdom
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