Report Writer / Paraplanner
| Job Type | Permanent full-time |
| Location | Milton Keynes |
| Area | Buckinghamshire, England |
| Sector | Wealth ManagementFinancial Advisory |
| Salary | £32000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 645842 |
| Job Views | 411 |
- Description
- Report Writer / Paraplanner
Milton Keynes - £32,000 + package
An expanding Financial Advisory firm who have won numerous industry awards are looking to recruit a report writer / paraplanner to support their financial advisory & wealth management team.
Working in a friendly stable office environment this key role will encompass a range of client servicing, technical administration and support duties. Specifics of the role include –
- Researching, analysing and producing reports in line with the clients requirements and expectations.
- Writing Financial Planning reports for the advisors to present to clients.
- Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
- Prepare Client Review packs
- Upskill your knowledge of products, changing legislation and market innovations.
- Help with client records, ensuring they are accurate and up to date.
This is an excellent opportunity to join a forward thinking company who are happy to invest in your future. If desired they will sponsor qualifications, provide study support and have links to a financial advisory academy who will help develop your knowledge. The company offer an excellent package and shorter working hours to support a good work / life balance.
To apply for the position, you should ideally have previous IFA experience, knowledge of report writing and either be diploma qualified or working towards.
For more information, please contact Richard Garbett.