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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 Sutton Coldfield 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 Sutton Coldfield
✨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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA requirements and financial planning principles. We recommend practising common interview questions related to report writing and adviser support to show you're the perfect fit.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or risk assessments, to demonstrate your attention to detail and expertise during interviews. This will help you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Report Writer and Adviser Support in Sutton Coldfield
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.
Show Off Your Attention to Detail: Since this role requires a strong focus on compliance and accuracy, be sure to showcase examples of your meticulous work. We love candidates who can demonstrate their ability to produce high-quality documentation under tight deadlines.
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 how you’ve used these tools in your previous roles.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
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. Being able to discuss your previous experience in detail will show that you're not just a good writer, but also understand the regulatory requirements.
✨Get Comfortable with Financial Software
Since the role involves using various financial planning systems, it’s crucial to demonstrate your proficiency with tools like Intelligent Office and Aveni. If you’ve used similar software, be ready to share specific examples of how you’ve leveraged these tools to enhance your work.
✨Showcase Your Team Spirit
This position values collaboration, so be prepared to talk about your experiences working in a team. Share examples of how you've supported advisers or contributed to a positive team culture. Highlighting your proactive nature will resonate well with the interviewers.
✨Attention to Detail is Key
In financial services, accuracy is everything. Be ready to discuss how you ensure compliance and accuracy in your work. You might even want to bring along a sample of your previous reports (if possible) to illustrate your attention to detail and commitment to high standards.
