Report Writer and Adviser Support

Kenneth Brian Associates; Sutton; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services recruitment firm in Sutton is seeking a Report Writer and Adviser Support. The ideal candidate has experience in suitability report writing, providing vital support to financial advisers. Responsibilities include preparing comprehensive reports and ensuring compliance with FCA standards using various financial planning systems. This role is perfect for someone who thrives in a collaborative, client-focused environment and pays strong attention to detail.

Qualifications

• Previous experience in a report writing or paraplanning support role within financial services.
• Good understanding of financial planning principles.

Responsibilities

• Prepare high-quality suitability reports and letters in line with FCA requirements.
• Provide administrative and technical support to financial advisers.
• Utilise financial planning systems to produce accurate documentation.
• Understand various provider platforms for product information.
• Ensure all work is compliant and delivered within agreed timescales.

Skills

Report writing

Client-focused communication

Attention to detail

Tools

Intelligent Office

Volume

Aveni

Mabel Insight

Job description

Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam. This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who enjoys working within a collaborative, client-focused environment.

Key Responsibilities

• Prepare high-quality suitability reports, review letters, and withdrawal letters in line with FCA requirements and company standards.
• Provide administrative and technical support to financial advisers, including cash flow modelling, risk reports, and investment research.
• Utilise a range of financial planning systems such as Intelligent Office, Volume, Aveni, and Mabel Insight to produce accurate and compliant documentation.
• Understand and use various provider platforms to source product information and support recommendations.
• Maintain strong attention to detail and ensure all work is compliant, accurate, and delivered within agreed timescales.

About You

• Previous experience in a report writing or paraplanning support role within financial services.
• Good understanding of financial planning principles, investme…