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My client one of the country’s leading firms of Independent Financial Advisers with funds under management of over £1 Billion. is looking for a paraplanner/financial report writer based in Truro, Cornwall.
The successful applicant for the paraplanner/financial report writer role will enjoy a great package with the following benefits: -
- Basic salary £ £32,500 to £35,000
- 25 days holiday per year (plus Bank Holidays)
- Pension - 3% employer and 5% employee
- Death in Service
- The option for remote working. (after completion of probation period).
The role of the financial report requires: -
- The need for Writers to distal complex information into clear, concise reports.
- Maintaining an in-depth understanding of the financial industry to deliver confident writing at multiple levels of sophistication.
- Accuracy: Ensuring all data and analysis are accurate is crucial, as errors can lead to significant consequences.
- Regulatory Compliance: Writer must be familiar with financial regulations and ensure reports comply with these standards.
- Timeliness: Financial reports need to be produced under tight deadlines, requiring efficient time management.
- Audience Understanding: Balancing technical details with readability for a diverse audience, including stakeholders who may not have a financial background.
The ideal candidate for the paraplanner/ financial report adviser position should ideally have: -
- A good standard of written English
- Excellent English communication skills
- Well versed in a wide range of financial products and accustomed to describing financial markets, products, and economic activity in clear, direct language
- The ability to adjust tone and message to audiences across the spectrum of financial sophistication, from institutions and financial advisers to plan sponsors and individuals
- Experience in business writing, technical writing, or journalism
- Extensive knowledge of financial trends, concepts, and terminologies
- Excellent in research and time management
- Resourceful, with the ability to thrive in a hectic environment
- Results-driven, highly collaborative
- The ability to interact with a diverse group of senior stakeholders.
Interested!
Please forward a copy of your CV for immediate short listing.
