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Report Writer

Location: EXETER, DEVON Salary: 26000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: about 2 months ago Reference: 3060301
I am actively recruiting for a Report Writer to join a successful and busy team based in their Exeter office. 

You will offer first class support to the Advisors of the firm and in return you will receive a fantastic benefits package working for a forward thinking and progressive firm. 

• Produce compliant reports and recommendation letters
• Provide support to the financial advisers in all offices.
• Providing illustrations and processing new business
• Research financial solutions utilising appropriate software and industry knowledge
• Ensure computer and paper records are maintained and updated requirements
• Keep up to date with new products, technical or legislative changes within the market place
• Prepare and despatch necessary paperwork to implement recommendations
• Ensure client files are compliant and include appropriate evidence of research, liaising with the financial planners where required.
• Maintain personal competence through continuing professional development and additional training as required
• Any additional tasks as may be required to ensure the smooth running of the business and compliance with FCA directives


• Must have knowledge of FCA and the firms record keeping requirements
• Must have excellent interpersonal and communication skills
• Must have excellent analytical skills and work in a structured, planned manner
• Must have a good working knowledge of Word, Excel, Outlook, Defaqto, Exchange, Analytics, Selectapension and other industry associated software
• Must have good keyboard and letter writing skills


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