Report Writer & Researcher

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Royal Tunbridge Wells
09 May 2017
08 Jun 2017
Contract Type
Part Time

Our client, a successful Independent Financial Advisor is looking to recruit an experienced Report Writer & Researcher to join the team and assist with their work load. The company are looking for an individual with a very broad skill set who can take responsibility for a diverse range of duties.

The successful candidate will be responsible for -

  • Preparing suitability reports
  • Undertaking research on funds/products/wrappers
  • Updating/Maintaining back office systems and client files

The successful candidate will need the following essential skills -

  • Min 5 years experience in Financial services
  • Level 4 Diploma in Financial Planning
  • Excellent communication and report writing skills
  • Ability to analyse statistics/ interpret advise areas/challenge client recommendations
  • Good understanding of compliance requirements in a regulated advice area
  • Good time management/interpersonal IT Skills
  • Experience of Financial Express Analytics & Intelligent Office are an advantage

Initially this is a part time role, 3 days a week but this may progress to a full time role in the future.

Benefits -
Salary: £20,000 - £30,000 pro rata (depending on experience)