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For Companies At a Glance
- Tasks: Create personalised financial reports and support the team in delivering high-quality services.
- Company: Join a growing paraplanning company with a dynamic and agile culture.
- Benefits: Work from home, gain valuable experience, and enjoy a supportive team environment.
- Other info: Opportunity for career growth and involvement in process improvements.
- Why this job: Make a real impact in the financial services industry while developing your skills.
- Qualifications: 2+ years in financial services, strong writing skills, and attention to detail.
The predicted salary is between 36000 - 60000 £ per year.
PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial services disciplines, and play a key role in delivering high-quality, compliant suitability reports. The successful candidate will be instrumental in supporting the company’s ongoing growth by contributing to day-to-day paraplanning, report writing, and process improvement activities. Whilst the role is predominantly home-based, it will occasionally require pre-arranged in-person meetings.
Overview
You will be responsible for using information provided by clients and advisers, collating and inputting data, and producing accurate, personalised suitability reports using PowerPlanner’s internal systems. You will also provide technical input where required and help maintain the high standards expected by our clients.
Key Responsibilities
- Production of suitability reports using in-house, bespoke software
- Personalising suitability reports in line with specific adviser requirements
- Editing, proofreading, and error-checking reports to ensure accuracy and quality
- Gathering and entering client information
- Gathering and clarifying information on financial products
- Obtaining illustrations and quotes for new products
- Providing technical input and support to team members
- Responding to client or adviser queries when required
- Providing ad-hoc administrative support
- Contributing to process improvements and maintenance of internal systems
Desired Skills & Experience
- Minimum 2 years experience in financial services (paraplanning or IFA administration preferred)
- Excellent written and verbal communication skills
- Previous experience creating suitability reports
- Strong knowledge of pensions and investments
- Excellent attention to detail
- Proficiency using word processing software
- Ability to work under pressure and meet tight deadlines
- Ability to adapt writing style for different audiences
Report Writer / Financial Paraplanner (Home-Based) employer: Goalistic Ltd
Contact Detail:
Goalistic Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Report Writer / Financial Paraplanner (Home-Based)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at PowerPlanner Solutions.
✨Tip Number 2
Prepare for those interviews! Research common questions for report writers and paraplanners, and practice your answers. We want you to feel confident showcasing your experience and skills, especially your attention to detail and communication prowess.
✨Tip Number 3
Show off your writing skills! Bring samples of your previous suitability reports to the interview. This will not only demonstrate your expertise but also give the hiring team a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind and show that you’re genuinely interested in joining the PowerPlanner Solutions team.
We think you need these skills to ace Report Writer / Financial Paraplanner (Home-Based)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Report Writer / Financial Paraplanner role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can contribute to our team!
Showcase Your Writing Skills: Since this role involves a lot of report writing, include examples of your previous work if possible. We love seeing your ability to create clear, concise, and compliant suitability reports. Don’t forget to proofread your application too!
Be Clear and Concise: When filling out your application, keep your language straightforward and to the point. We appreciate clarity, especially when it comes to your experience and skills. Remember, we’re looking for someone who can communicate effectively!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Goalistic Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions and investments. Familiarise yourself with the types of suitability reports you'll be writing and the specific requirements of PowerPlanner Solutions. This will show that you're not just interested in the role but also understand the nuances of the industry.
✨Showcase Your Writing Skills
Since the role heavily involves report writing, prepare a portfolio of your previous work. Bring examples of suitability reports you've created, highlighting your attention to detail and ability to tailor content for different audiences. This will give the interviewers a clear idea of your capabilities.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Be ready to discuss how you gather and input client information, as well as how you ensure accuracy in your reports. Practising common scenarios can help you articulate your thought process during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their process improvements or how they maintain high standards in report writing. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.