Report Writer

This is an amazing opportunity to join a national, whole of market IFA company. This is a very ethical company, who are really going places and most importantly really looks after the people who work there and their clients. Their ethos is to treat people how you would like to be treated yourself. The manager is very hands off in management style and supportive when you feel you need this – it’s a great approach

Are you a Report Writer, or trainee or full Paraplanner, or a junior Financial Adviser with excellent written skills looking to diversify?  Do you have a sound knowledge of the financial services industry and an ability to communicate on all levels?  Then this could be the job for you?

Does this describe you?

• Self-motivated, efficient, thorough and forward thinking, with excellent research and time management skills
• Professional, proactive, results driven with a positive attitude and an ability to multi-task in a busy and demanding environment
• Excellent English communication skills, with experience in journalism, business or technical writing, and an extensive knowledge of the financial service industry.
• The ability to adjust your tone and language to appeal to different audiences
• Level 4 Diploma (part qualified considered)
• Experience of relevant software packages: Defacto, Genovo, IO, Selectspension, Assureweb, MS Office, Intelligent Office etc

 Your role:

• Delivering clear and concise reports which demonstrate an in-depth knowledge of the terminology, trends and products in the financial service market
• Where necessary, breaking down complex information into an easily readable and understandable format, adapting your style and content to your audience as necessary
• Ensuring the accuracy and regulatory compliance (a good knowledge is essential) of all data and information contained within your reports
• Producing reports in a timely manner, sometimes working to stringent deadlines

This is an amazing opportunity for a pro-active, enthusiastic individual to work for a holistic flexible IFA company and enjoy a long term and rewarding career in a friendly and welcoming environment