Report Writer

Meridian Business Support
£20000 - £22000/annum free parking, holiday, pension etc
07 Jul 2017
06 Aug 2017
Contract Type
Full Time
A Fantastic opportunity to join a well established and growing company. Our client is a Financial Services provider, and they are looking for a Report Writer to join the team in Salisbury.

The Role:

* To provide an efficient report writing service to a team of financial planners.
* Adhere to strict FCA regulations and internal policy and procedures.
* Meet and exceed client expectations, continually demonstrate high standards in all work produced.
* Support and assist a team of financial planners by producing compliant client-specific suitability reports.
* Analyse and understand the client file, needs and objectives together with any other supporting research evidence provided to produce suitability reports.
* Manage a logging system to ensure reports are dealt with in a strict priority order and produced in a timely manner.
* Work closely with the Technical Manager to maintain and develop a suite of FCA compliant suitability report templates.
* Answering the telephone in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action.
* Meet and greet clients - arranging refreshments and catering when applicable.
* Maintaining a comprehensive client filing system.

The ideal candidate will have:

* At least 12 months' experience within the financial services industry, preferably with a degree of technical focus.
* Working knowledge of some financial services terminology and products.
* Prepared to work towards financial planning qualifications.
* Excellent communication skills, both oral and written.
* Excellent working knowledge of Microsoft Office, with a particular emphasis on MS Word and Excel.

This is a full time role offering a salary circa £22,000 (dependant on skills and experience) based in Salisbury.

Please contact Gemma Lawrence at Meridian on (Apply online only) to apply and find out more or email

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency