Report Writer – Financial Planning
£34,000 to £38,000 plus benefits
An excellent opportunity has arisen with a highly regarded wealth management firm seeking a Report Writer to support its growing Financial Planning team. Working alongside Financial Planners and Paraplanners, you will play a key role in the preparation and delivery of high-quality suitability reports for private clients across a broad range of financial planning areas, including Investments, Protection, Retirement Planning and Tax solutions
Paraplanner duties will include –
- Producing clear, accurate and compliant suitability reports
- Preparing both template-based and bespoke client recommendations
- Supporting Financial Planners in the construction and presentation of advice
- Liaising with colleagues to gather research, provider information and client valuations
- Assisting with the ongoing management of client cases through to completion
- Maintaining a high standard of technical and regulatory accuracy
You will be experienced in report writing within a Financial Planning environment, working in an support or technical capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.
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Report Writer - Inverurie employer: JohnstonGreer
As an Independent Financial Advisor with our esteemed Wealth Manager, you will thrive in a supportive environment that prioritises professional growth and client satisfaction. Our culture fosters collaboration and innovation, offering competitive salaries, bonuses, and comprehensive benefits, all while allowing you to build meaningful relationships within the financial community. Join us in a location that not only provides a vibrant professional landscape but also encourages a balanced lifestyle, making it an exceptional place to advance your career.
