Financial Services Report Writer

Are you looking to take the next step in your financial services career? Join an established growing team and make a meaningful impact in helping clients achieve their financial goals!

My client is seeking an Experienced Financial Services Administrator who can support a Director with a large client bank. This role is ideal for someone with a background in financial services, strong technical skills, and a passion for delivering exceptional client service.

In this role you will be responsible for:

1. Preparing Suitability Reports and client review packs.
2. Liaising with product providers to obtain pension and investment information.
3. Assisting with technical research and ongoing due diligence of investment funds and platforms.
4. Managing client correspondence, both written and verbal.
5. Processing new business, including issuing and following up on Letters of Authority (LOAs).
6. Requesting and managing illustrations.
7. Ensuring all financial planning administration is accurate and compliant with firm procedures.
8. Maintaining client records using Intelligent Office (IO) and organising files to a high standard.

The Ideal Candidate will have:

1. Previous experience in a financial services firm is essential.
2. Technical report-writing skills and a solid understanding of pensions and investments.
3. Ability to thrive in a fast-paced, high-volume environment with excellent attention to detail.
4. Strong communication skills, both written and verbal.
5. A proactive, flexible approach and a genuine passion for helping clients achieve their goals.

Company Benefits:

1. Competitive salary and annual leave.
2. The firm encourages and rewards staff members to further their industry knowledge by completing CII exams.
3. Income Protection Cover, Death in Service and PMI option.
4. Company pension.
5. Annual events.

If you would like to find out more details about this role, apply today.