Report Writer and Advisor Support

Kenneth Brian Associates Limited; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected financial services company is seeking a Report Writer and Advisor Support in Greater London. The role involves preparing high-quality reports, providing administrative support to financial advisers, and utilising financial planning systems. The ideal candidate has experience in report writing within financial services and is confident in using various software. This position offers a collaborative, client-focused work environment.

Qualifications

• Previous experience in a report writing or paraplanning support role within financial services.
• Good understanding of financial planning principles, investment products, and the regulatory environment.
• Confident in using financial planning software and provider platforms.

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.

Skills

Report writing

Financial planning

Client communication

Tools

Intelligent Office

Volume

Aveni

Mabel Insight

Job description

Kenneth Brian Associates are recruiting for a Report Writer and Advisor 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, investment products, and the regulatory environment.
• Confident in using financial planning software and provider platforms.
• Strong written communication ski...