Report Writer

Johnstongreer; Inverurie; On-site; GBP 25,000 - 38,000; Full time

Job summary

JohnstonGreer Ltd. in Inverurie, United Kingdom, is seeking a Report Writer to support its expanding Financial Planning team.

You will prepare high-quality suitability reports for private clients across Investments, Protection, Retirement and Tax solutions. Working alongside Financial Planners and Paraplanners, you will gather information, draft template-based and bespoke recommendations, and ensure compliance and regulatory accuracy throughout the process.

Qualifications

• Experience in report writing within a Financial Planning environment.
• Ability to produce compliant, clear suitability reports.

Responsibilities

• Producing clear, accurate and compliant suitability reports
• Preparing both template-based and bespoke client recommendations
• Supporting Financial Planners in the construction and presentation of advice
• Liaising with colleagues to gather research, provider information and client valuations
• Assisting with the ongoing management of client cases through to completion
• Maintaining a high standard of technical and regulatory accuracy

Skills

Report writing

Financial planning

Job description

An excellent opportunity has arisen with a highly regarded wealth management firm seeking a Report Writer to support its growing Financial Planning team.

Working alongside Financial Planners and Paraplanners, you will play a key role in the preparation and delivery of high-quality suitability reports for private clients across a broad range of financial planning areas, including Investments, Protection, Retirement Planning and Tax solutions

Paraplanner duties will include –

• Producing clear, accurate and compliant suitability reports


• Preparing both template-based and bespoke client recommendations


• Supporting Financial Planners in the construction and presentation of advice


• Liaising with colleagues to gather research, provider information and client valuations


• Assisting with the ongoing management of client cases through to completion


• Maintaining a high standard of technical and regulatory accuracy

You will be experienced in report writing within a Financial Planning environment, working in an support or technical capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.

Report Writer Inverurie, United Kingdom