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- Tasks: Create clear, client-focused reports and support advisers with paraplanning tasks.
- Company: Growing financial services team in Truro with a supportive culture.
- Benefits: Competitive salary, life assurance, pension, and flexible benefits.
- Why this job: Join a dynamic team and develop your career in financial services.
- Qualifications: 2+ years in financial services and 1+ year in report writing.
- Other info: Genuine opportunities for development and progression.
The predicted salary is between 30000 - 38000 £ per year.
£30,000–£38,000 (Depending on experience), 35 hours per week
We’re supporting our client in Truro with the appointment of a talented Report Writer to join their growing financial services team. This is a fantastic opportunity for someone who produces high-quality written work, thrives under pressure, and can translate complex information into clear, compliant, client-focused reports.
What you'll be doing:
- Producing accurate, well-structured suitability reports
- Supporting advisers with both simple and complex paraplanning tasks
- Conducting fund/provider research using tools such as Dynamic Planner & FE Analytics
- Ensuring all KYC, fact-find and client data is complete and compliant
- Managing paraplanning requests and liaising with advisers for missing information
- Meeting regulatory standards and deadlines
About you:
- Working towards Level 4 CII (or equivalent)
- 2+ years’ experience in financial services
- 1+ year in report writing or trainee paraplanning
- Strong attention to detail and excellent written communication
- Highly organised with strong problem-solving skills
- Proactive, reliable and able to work with discretion
What’s on offer:
- Life assurance & pension
- Flexible benefits platform
- Genuine development and progression opportunities
If you're looking to grow your career in financial services within a supportive team environment, we’d love to hear from you.
Report Writer in Truro employer: Achieve Recruitment
Contact Detail:
Achieve Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Report Writer in Truro
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who are already working as report writers or paraplanners. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best written work that showcases your ability to translate complex information into clear reports. This will give potential employers a taste of what you can do before they even meet you.
✨Tip Number 3
Practice makes perfect! Before interviews, brush up on common questions related to report writing and paraplanning. Think about how you can demonstrate your attention to detail and problem-solving skills through real-life examples.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Report Writer in Truro
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Report Writer role. Highlight your experience in financial services and any relevant report writing skills. We want to see how you can bring your unique flair to our team!
Showcase Your Writing Skills: Since this role is all about producing high-quality written work, include examples of your best reports or documents. We love seeing clear, compliant, and client-focused writing that demonstrates your ability to translate complex information.
Be Detail-Oriented: Attention to detail is key in this role. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their submissions are polished and professional!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Achieve Recruitment
✨Know Your Reports
Before the interview, brush up on your report writing skills. Be ready to discuss your previous work and how you ensure accuracy and clarity in your reports. Think of specific examples where you translated complex information into client-friendly formats.
✨Research the Company
Get familiar with the financial services team and their approach. Understanding their values and recent projects can help you tailor your answers and show that you're genuinely interested in joining their team.
✨Prepare for Technical Questions
Expect questions about tools like Dynamic Planner and FE Analytics. Be prepared to explain how you've used these tools in your past roles and how they contribute to producing compliant reports.
✨Showcase Your Problem-Solving Skills
Think of scenarios where you've had to manage paraplanning requests or liaise with advisers for missing information. Highlight your organisational skills and how you handle pressure while meeting deadlines.
