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 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33783615

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