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NJR Recruitment are pleased to be working with an established Independent Financial Advisory Firm, who is seeking an experience and talented Report Writer to join their team based in Hull.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities include:
- Complete pre-report file assessments
- Ensure all compliance paperwork is in order
- Discuss the client's needs and objectives with the relevant adviser.
- Prepare recommendation reports in accordance with the agreed recommendations
- Production of Pension Reports/switch analysis
- Production of Cash Flow Forecast Reports
- Undertake research to identify suitable solutions to meet the client's needs and objectives
What's in it for you?
- 25 Days Holiday + Bank Holidays
- Full Study Support
- Free Parking
- Pension
- Death in Service
- Private Medical Cover
- Annual pay reviews
The ideal candidate will need to have previous experience working within a Financial Service environment and have experience in writing suitability reports. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.
For more information please contact one of our specialist consultants and quote job reference NJR15400
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