Report Writer

Posted 3 days ago by Reed Insurance Easy Apply
Wealth Management practice based within Bournemouth are expanding and looking to recruit within their Paraplanning team. This is a technical report writing role where you will be working alongside the business Paraplanners and Advisers.

The ideal candidate will have previous experience working in a IFA practice in a Report Writing role, and will have achieved their Level 4 Diploma in Financial Planning or be working towards.

The Role…
• Propose recommendations
• Address clients objectives and requirements
• Extensive analysis of clients data
• Obtain required quotes and illustrations
• Provide recommendations where needed
• Validate colleagues work through peer review
• Report writing

Desired Skills…
• Level 4 Diploma in Financial Planning or working towards
• Excellent report writing skills
• Previous paraplanning experience
• Excellent literacy skills
• Good with MS office
• Organised, along with time management skills to meet deadlines

Please apply online today or send your most upto date CV to chez.rudiak@reedglobal.com 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33783615

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