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For Companies At a Glance
- Tasks: Create high-quality reports and support financial advisers in a collaborative environment.
- Company: Respected financial services company with a long-standing reputation.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Why this job: Make a real impact by helping advisers and clients achieve their financial goals.
- Qualifications: Experience in report writing and a solid understanding of financial planning principles.
- Other info: Join a dynamic team focused on compliance and accuracy in financial services.
The predicted salary is between 36000 - 60000 £ per year.
Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam. This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who enjoys working within a collaborative, client-focused environment.
Key Responsibilities:
- Prepare high-quality suitability reports, review letters, and withdrawal letters in line with FCA requirements and company standards.
- Provide administrative and technical support to financial advisers, including cash flow modelling, risk reports, and investment research.
- Utilise a range of financial planning systems such as Intelligent Office, Volume, Aveni, and Mabel Insight to produce accurate and compliant documentation.
- Understand and use various provider platforms to source product information and support recommendations.
- Maintain strong attention to detail and ensure all work is compliant, accurate, and delivered within agreed timescales.
About You:
- Previous experience in a report writing or paraplanning support role within financial services.
- Good understanding of financial planning principles, investment products, and the regulatory environment.
- Confident in using financial planning software and provider platforms.
- Strong written communication skills with excellent attention to detail.
- A proactive team player who enjoys supporting advisers and contributing to a positive team culture.
Report Writer and Adviser Support in Birmingham employer: Kenneth Brian Associates Limited
Contact Detail:
Kenneth Brian Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Report Writer and Adviser Support in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don’t be shy about asking for introductions or advice.
✨Tip Number 2
Prepare for interviews by practising common questions related to report writing and adviser support. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and skills in a way that highlights your attention to detail and compliance knowledge.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best suitability reports and any relevant documentation you've worked on. This will not only demonstrate your expertise but also give potential employers a tangible sense of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Report Writer and Adviser Support in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in suitability report writing and adviser support. We want to see how your skills align with the key responsibilities mentioned in the job description.
Showcase Your Attention to Detail: Since this role requires a strong focus on compliance and accuracy, be sure to provide examples of how you've maintained high standards in your previous work. We love candidates who can demonstrate their meticulous nature!
Highlight Your Technical Skills: Mention your familiarity with financial planning systems like Intelligent Office and any other relevant software. We’re looking for someone who can hit the ground running, so let us know what tools you’re comfortable using.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Kenneth Brian Associates Limited
✨Know Your Reports Inside Out
Make sure you brush up on your report writing skills before the interview. Familiarise yourself with the types of suitability reports and letters you'll be expected to produce, and be ready to discuss your previous experiences in detail. This will show that you understand the role and can hit the ground running.
✨Get Comfortable with Financial Software
Since the job involves using various financial planning systems like Intelligent Office and Aveni, it’s a good idea to have a basic understanding of these tools. If you’ve used similar software, be prepared to talk about how you adapted to new systems and what you learned from those experiences.
✨Show Off Your Attention to Detail
Attention to detail is crucial in this role, so think of examples where your meticulous nature made a difference. Whether it was catching an error in a report or ensuring compliance with FCA requirements, share these stories to demonstrate your commitment to accuracy.
✨Be a Team Player
This position requires collaboration with advisers, so highlight your teamwork skills. Share instances where you supported colleagues or contributed to a positive team culture. Showing that you thrive in a collaborative environment will resonate well with the interviewers.
