Financial Report Writer & Technical Administrator

St. James's Place Wealth Management; Liverpool City Region; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Wealth Management firm is seeking a Technical Administrator / Financial Report Writer located in Newton le Willows. You will produce and write reports based on the service provided by financial advisers. Responsibilities include preparing client reviews and liaising with third parties, requiring excellent organizational skills and financial services knowledge. If you're a self-starter with a can-do attitude, we encourage you to apply.

Qualifications

• Experience in IFA or Wealth Management environment is ideal.
• Knowledge of IHT, Pension, and Investment products.
• Confident in dealing with third parties.

Responsibilities

• Preparing and checking Client Financial Reviews.
• Collating client information.
• Preparing ongoing advice reports.
• Liaising with third parties on a daily basis.

Skills

Self-starter

Organizational skills

Numerate

IT proficient

Financial services knowledge

Tools

CRM

Salesforce

Job description

A leading Wealth Management firm is seeking a Technical Administrator / Financial Report Writer located in Newton le Willows. You will produce and write reports based on the service provided by financial advisers. Responsibilities include preparing client reviews and liaising with third parties, requiring excellent organizational skills and financial services knowledge. If you're a self-starter with a can-do attitude, we encourage you to apply.