This job has ended. Find similar jobs.

Report Writer

Posted Yesterday by Reed Insurance Ended
Family run Wealth Management Practice based in Fareham are recruiting for a Report Writer/Paraplanner to write whole of market Financial Services reports, Investments, Pensions, Defined Benefit Schemes, Protection etc.

Small scale, very friendly team, 2 Advisers and 3 Support Staff. Salary circa £30,000, Could be part time for the right candidate.

- Correlating all cedar regarding clients schemes.
- Putting cases together for the advisors.
- Critical Yield calculations.
- Writing reports.
- Technical support to Financial Planners.
- Compile a financial cash flow forecast.
- Identify areas for planning.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Liaise with the client’s legal and tax advisers if necessary.

Desirable Skills…
- QCF Level 4
- Excellent interpersonal skills, both oral and written.
- Ability to remain calm and work well under pressure.
- Excellent report writing, problem solving and decision making skills.

Please apply online today or send your most upto date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33313412

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job