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- Tasks: Help create and analyze financial reports for clients with a focus on compliance.
- Company: Join Chase de Vere, a company dedicated to nurturing talent and providing exceptional service.
- Benefits: Enjoy 25 days holiday, annual bonuses, life assurance, and flexible benefits tailored to you.
- Why this job: Be part of a supportive culture with opportunities for growth and community involvement.
- Qualifications: 2 years experience in administration or report writing; strong communication and organizational skills required.
- Other info: Participate in team meetings and contribute to meaningful projects while making a difference.
The predicted salary is between 36000 - 60000 £ per year.
Corporate Report Writer
The key purpose of the role is to assist our Corporate Advisers in the delivery of advice and ongoing services to prospective, new, and existing clients.
You will be responsible for analysing and compiling Financial Planning reports, in conjunction with the Corporate Advisers and Administrators, ensuring compliance with Business Quality Standards at all times.
WHAT YOU WILL NEED
Knowledge:
- Excellent interpersonal skills and communication skills
- Excellent personal organisational and administrative planning skills
- Highly numerate
- Excellent attention to detail
- Proven ability to work on own initiative
Skills:
- The ability to work well within a team environment and build effective working relationships both internally and externally (Advisers, Administrators and Technical Services)
- Good knowledge of Microsoft Office
- Accurate keyboard skills
Experience:
- Ideally 2 years’ experience within a Senior Administrator capacity, within an IFA or report writing exposure
- Experience of working within a high-pressure environment
WHAT YOUR ROLE WILL INVOLVE
Your day-to-day role
- Assisting with Corporate Reports – primarily Annual Pension Governance reports for Group Personal Pension Schemes and Group Risk Reports (recommendation reports following the rebroke of Group Risk and Group PMI schemes)
- Liaising with pension providers to gather report information
- Compile illustrations, projections and associated documentation.
- Maintenance to reports – tax and legislative updates
- Update presentation material/slideshows for client meetings
- Ensure client files comply with the company business quality standards.
- Provide support with ad hoc projects and tasks where necessary.
- To participate in team meetings, including highlighting issues and owning actions through to resolution
WHAT’S IN IT FOR YOU?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- 25 days holiday, plus bank holidays
- A day off for your birthday
- Life assurance – 4 x salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Two paid volunteering days each year, to support your local community
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and company-wide events in support of our company charities
Report Writer employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Report Writer
✨Tip Number 1
Fokussiere dich auf deine zwischenmenschlichen Fähigkeiten. Da die Rolle viel Kommunikation mit Beratern und Administratoren erfordert, ist es wichtig, dass du zeigst, wie gut du Beziehungen aufbauen und pflegen kannst.
✨Tip Number 2
Bereite dich darauf vor, deine organisatorischen Fähigkeiten zu demonstrieren. Du wirst in der Lage sein müssen, mehrere Aufgaben gleichzeitig zu bewältigen und dabei stets die Qualität der Berichte sicherzustellen.
✨Tip Number 3
Zeige deine Kenntnisse in Microsoft Office, insbesondere in Excel. Da du Finanzberichte analysieren und erstellen musst, ist es wichtig, dass du sicher im Umgang mit diesen Tools bist.
✨Tip Number 4
Erwähne deine Fähigkeit, unter Druck zu arbeiten. In einem schnelllebigen Umfeld ist es entscheidend, dass du auch in stressigen Situationen einen kühlen Kopf bewahrst und qualitativ hochwertige Arbeit ablieferst.
We think you need these skills to ace Report Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in report writing and administration. Emphasize your interpersonal skills and attention to detail, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and explain how your background aligns with the responsibilities outlined in the job description. Mention specific experiences that demonstrate your ability to work under pressure and within a team.
Showcase Your Skills: Highlight your proficiency in Microsoft Office and any experience you have with financial planning reports. Provide examples of how you've successfully managed projects or tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials to ensure there are no errors. Attention to detail is key for this role, and your application should reflect that quality.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Communication Skills
As a Report Writer, excellent interpersonal and communication skills are crucial. Be prepared to discuss how you've effectively communicated complex information in the past, especially in high-pressure environments.
✨Demonstrate Attention to Detail
Highlight your ability to maintain accuracy in your work. Bring examples of reports or projects where your attention to detail made a significant difference, and be ready to explain your process for ensuring compliance with quality standards.
✨Discuss Your Teamwork Experience
This role requires collaboration with Corporate Advisers and Administrators. Share specific instances where you successfully worked within a team, emphasizing how you built effective working relationships and contributed to group goals.
✨Prepare for Technical Questions
Since the job involves financial planning reports and liaising with pension providers, brush up on relevant technical knowledge. Be ready to answer questions about financial regulations, report writing processes, and any software tools you’ve used, particularly Microsoft Office.
