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NJR Recruitment
Posted 6 days ago, valid for 20 days
Location

Hull, East Riding of Yorkshire HU12 8TX, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • NJR Recruitment is seeking an experienced Report Writer for an established Independent Financial Advisory Firm in Hull.
  • The role requires previous experience in a Financial Services environment and experience in writing suitability reports.
  • Candidates should ideally have achieved or be working towards a Level 4 Diploma in Regulated Financial Planning.
  • The position offers a salary of £30,000 to £35,000, alongside benefits such as 25 days holiday, full study support, and private medical cover.
  • This opportunity is ideal for those looking to further their career in a respected financial planning practice.

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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Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.