Report Writer and Advisor Support

Kenneth Brian Associates are recruiting for a Report Writer and Advisor 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 ski…