Report Writer - Investments, Pensions, Protection

Recruiter
Lime People Search & Select Ltd
Location
Halifax
Posted
31 Jan 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Report Writer - Investments, Pensions, SIPPS
My client are an Independent Financial Advice practice (IFA) and specialise in retirement and investment planning for both individuals and businesses.
We are currently seeking a Report Writer to join the current Administrative teams who will be responsible for using templates to produce suitability reports for investments, pensions, ISA, GIA's, Investment Bonds and Protection policies, creating bespoke suitability reports, away from standard templates, where advice may be more complex, checking files to ensure all information required to wriote suitability reports is in order, and meets compliance standards, interpretation of factfind information and applying this to writing suitability letters, analysis and/or comparisen of competitor products, use of applications such as O&M profiler, CashCalc and FE Analytics to produce cash flow models, switching illustrations and fund performance data, using provider platforms Aviva, Standard Life, Old Mutual Wealth and Aegon ARC and the use of Intelligent Office to ensuring client records are up to date at all times.
We are seeking someone with a good grounding in financial services, who must have a sound understanding and a good level of experience within Investments, Pensions, ISA's & Protection, coupled with 2-3+ years working within Financial Services ideally within an IFA environment, with some experience of Report Writing. It would be preferable for you to have started to study towards a Diploma in Financial Planning, all further studies and development will be supported

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