Report Writer - Inverurie

JohnstonGreer; Inverurie; Vor Ort; GBP 34.000 - 38.000; Vollzeit

Zusammenfassung

JohnstonGreer Ltd. in Scotland is seeking a Report Writer to support its Financial Planning team. The role involves preparing and delivering high-quality suitability reports for private clients across Investments, Protection, Retirement Planning and Tax solutions.

You will work alongside Financial Planners and Paraplanners, contributing to template-based and bespoke recommendations while ensuring regulatory accuracy and clear client communication.

Qualifikationen

• Experience in report writing within a Financial Planning environment or equivalent.
• Strong knowledge of financial planning concepts and regulatory compliance.
• Ability to produce clear, compliant suitability reports for private clients.

Aufgaben

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

Kenntnisse

Report writing

Financial Planning

Suitability reports

Paraplanner support

Jobbeschreibung

Report Writer – Financial Planning

£34,000 to £38,000 plus benefits

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.