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Report Writer

Location: FAREHAM, HAMPSHIRE Salary: 25000.00 - 30000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: 3094518
Family run Wealth Management Practice based in Fareham are recruiting for a Report Writer/Paraplanner to write whole of market Financial Services reports, Investments, Pensions, Defined Benefit Schemes, Protection etc.

Small scale, very friendly team, 2 Advisers and 3 Support Staff. Salary circa £30,000, Could be part time for the right candidate.

- Correlating all cedar regarding clients schemes.
- Putting cases together for the advisors.
- Critical Yield calculations.
- Writing reports.
- Technical support to Financial Planners.
- Compile a financial cash flow forecast.
- Identify areas for planning.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Liaise with the client’s legal and tax advisers if necessary.

Desirable Skills…
- QCF Level 4
- Excellent interpersonal skills, both oral and written.
- Ability to remain calm and work well under pressure.
- Excellent report writing, problem solving and decision making skills.

Please apply online today or send your most upto date CV to

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