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- Tasks: Create clear and concise reports while supporting financial advisers.
- Company: Join an award-winning team at Saltus, recognised for excellence in the financial industry.
- Benefits: Enjoy a competitive salary, 25 days holiday, life assurance, and flexible working options.
- Why this job: Make a real impact by improving people's relationship with their wealth.
- Qualifications: 2 years in Financial Services and 1 year in Report Writing required.
- Other info: Dynamic work environment with opportunities for professional development and growth.
The predicted salary is between 30000 - 35000 £ per year.
We are looking for a high calibre Report Writer to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.
What does this role look like?
- To deliver high standard support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
- To work seamlessly with the existing team.
- To develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 4/6 qualification.
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
- To seek opportunities for continuous improvements and feedback to your line manager.
- To be flexible and tackle a variety of tasks on behalf of the team.
- To undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.
- Ability to take complex information and put this into clear, concise reports.
- Maintain an in-depth understanding of the financial industry to deliver confident writing at multiple levels.
- Ensuring all data and analysis are accurate.
- Be familiar with financial regulations and ensure reports comply with these standards.
- Financial reports produced in a timely manner, requiring efficient time management.
Main duties and responsibilities:
- To log and manage paraplanning requests from advisers.
- To provide paraplanning support for basic and complex new business such as individual protection, business protection, investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
- To assist the Pension Switch Team as needed.
- To ensure the adviser has sufficient know you client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.
- To liaise with advisers where information is incomplete or unclear.
- To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information.
- To prepare cash flow modelling forecasts in line with group cashflow guidance.
- To draft suitability reports based on fact find information, file notes and research.
- To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.
Working towards Level 4 Qualified CII or equivalent qualification. Minimum 2 years experience working in the Financial Services sector. Minimum 1 year experience in Report Writing/Trainee Paraplanning role. Experience of Financial Services back office systems. Computer literacy with knowledge of word and outlook. Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate. Good planning, organisation and time management. Able to demonstrate problem solving skills. A positive can-do attitude and a strong desire to deliver high quality results. Able to use good judgement and initiative. Able to demonstrate reliability, discretion, confidentiality and flexibility. Proven experience in working as part of a team.
Where will I be working?
We are looking for someone to be based from our Truro office 5 days a week, and the core office hours are 09.00 – 17.00. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it.
What benefits do I get when working for Saltus?
The salary is £30-35,000 depending on experience working 35 hours per week, alongside 25 days' holiday (plus bank holidays), life assurance and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way.
Report Writer in Truro employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Report Writer in Truro
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Saltus. A friendly chat can open doors and give you insider info about the company culture and what they really value in a Report Writer.
✨Tip Number 2
Prepare for the interview by brushing up on your report writing skills. Be ready to discuss how you can take complex information and turn it into clear, concise reports. Show them you can deliver high-quality work under pressure!
✨Tip Number 3
Don’t just wait for job openings—be proactive! Keep an eye on our website and apply directly through there. It shows initiative and gives you a better chance of being noticed by the hiring team.
✨Tip Number 4
Show off your problem-solving skills during interviews. Share examples of how you've tackled challenges in previous roles, especially in report writing or paraplanning. This will demonstrate your ability to thrive in a dynamic environment like Saltus.
We think you need these skills to ace Report Writer in Truro
Some tips for your application 🫡
Show Off Your Communication Skills: As a Report Writer, your communication skills are key! Make sure your application reflects your ability to convey complex information clearly and concisely. Use straightforward language and keep it professional yet approachable.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to highlight your relevant experience in financial services and report writing. Show us how your background aligns with our mission at Saltus.
Be Detail-Oriented: Attention to detail is crucial in this role. Ensure your application is free from errors in layout, format, spelling, and grammar. A polished application will demonstrate your commitment to high-quality work right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get a feel for our culture and values while you’re at it!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial regulations and report writing. Familiarise yourself with common terminology and processes in the financial services sector. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
As a Report Writer, communication is key. Prepare to discuss how you can take complex information and present it clearly in reports. Bring examples of your previous work or be ready to explain your writing process during the interview.
✨Demonstrate Problem-Solving Abilities
Be prepared to share specific examples of how you've tackled challenges in past roles. Think about times when you had to troubleshoot issues or improve processes, as this aligns with the role's requirements and shows your proactive attitude.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, ongoing training opportunities, or the company's approach to flexible working. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
