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- Tasks: Prepare suitability reports and manage client correspondence while supporting a Director.
- Company: Join a growing financial services team dedicated to helping clients achieve their financial goals.
- Benefits: Gain valuable experience in a supportive environment with opportunities for professional growth.
- Why this job: Make a meaningful impact in clients' lives while developing your skills in a dynamic industry.
- Qualifications: Previous experience in financial services and strong technical report-writing skills are essential.
- Other info: Ideal for those passionate about delivering exceptional client service.
The predicted salary is between 36000 - 60000 £ per year.
Suitability Reports Client Reviews Supporting one Director Are you looking to take the next step in your financial services career? Join an established growing team and make a meaningful impact in helping clients achieve their financial goals!My client is seeking an Experienced Financial Services Administrator who can support a Director with a large client bank.. This role is ideal for someone with a background in financial services, strong technical skills, and a passion for delivering exceptional client service. In this role you will be responsible: Preparing Suitability Reports and client review packs. Liaising with product providers to obtain pension and investment information. Assisting with technical research and ongoing due diligence of investment funds and platforms. Managing client correspondence, both written and verbal. Processing new business, including issuing and following up on Letters of Authority (LOAs). Requesting and managing illustrations. Ensuring all financial planning administration is accurate and compliant with firm procedures. Maintaining client records using Intelligent Office (IO) and organising files to a high standard. The Ideal Candidate will have Previous experience in a financial services firm is essential. Technical report-writing skills and a solid understa…
Financial Services Report Writer employer: tPS Recruitment
Contact Detail:
tPS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Report Writer
✨Tip Number 1
Make sure to familiarize yourself with the latest regulations and compliance standards in financial services. This knowledge will not only help you in your role but also impress the hiring team at StudySmarter.
✨Tip Number 2
Highlight your experience with preparing suitability reports and client review packs during any networking opportunities. Engaging with professionals in the industry can lead to valuable connections and insights about the role.
✨Tip Number 3
Showcase your technical skills by staying updated on the latest financial software, especially Intelligent Office (IO). Being proficient in these tools will set you apart from other candidates.
✨Tip Number 4
Demonstrate your passion for exceptional client service by sharing examples of how you've gone above and beyond for clients in previous roles. This will resonate well with our team at StudySmarter.
We think you need these skills to ace Financial Services Report Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly any roles that involved report writing or client management. Use specific examples to demonstrate your technical skills and client service experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to support a Director. Mention your experience with suitability reports and client reviews, and explain how you can contribute to the team's success.
Highlight Technical Skills: In your application, emphasize your technical skills related to financial planning administration and your familiarity with tools like Intelligent Office (IO). This will show that you are well-prepared for the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in financial services.
How to prepare for a job interview at tPS Recruitment
✨Showcase Your Technical Skills
Make sure to highlight your technical report-writing skills during the interview. Be prepared to discuss specific examples of reports you've prepared in the past and how they contributed to client satisfaction.
✨Demonstrate Client Service Passion
Since this role emphasizes exceptional client service, share experiences where you went above and beyond for clients. This will show your commitment to helping clients achieve their financial goals.
✨Familiarize Yourself with Financial Regulations
Brush up on relevant financial regulations and compliance standards. Being knowledgeable about these topics will demonstrate your understanding of the importance of accuracy and compliance in financial planning administration.
✨Prepare Questions for the Director
Prepare insightful questions to ask the Director about their expectations and the team dynamics. This shows your interest in the role and helps you understand how you can best support them.
