Report Writer - Investments, Pensions, SIPPS

Lime People Search & Select Ltd; Sheffield; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

Lime People Search & Select Ltd is seeking a Report Writer to join its financial services team in the UK. The role focuses on researching and producing reports on investments, pensions, SIPPs and related products.

You will handle documentation, liaise with clients and providers, process applications and transfers, and ensure compliant handling of pension matters.

Qualifikationen

• Solid grounding in financial services and investment products.
• Experience with pensions, ISAs and protection products.
• 2–3+ years in a Financial Services or IFA environment, ideally with report writing.

Aufgaben

• Carry out research and prepare reports & documentation on investments, pensions, drawdown, SIPPs and transfers.
• Collaborate with clients/providers by phone, email or letter and handle related correspondence.
• Process applications, transfer forms, surrenders and withdrawals, and chase progress of new business.
• Scan, archive and manage documents on the archiving system; support admin team with valuations.

Kenntnisse

Report writing

Investments

Pensions

ISAs

Protection

Jobbeschreibung

Report Writer - Investments, Pensions, SIPPS

Report Writer - Investments, Pensions, SIPPS

My client are an Independent Financial Advice practice (IFA) and specialise in retirement and investment planning for both individuals and businesses.

We are currently seeking a Report Writer to join the current Administrative teams who will be responsible for:

• Carrying out research and prepare reports & documentation in respect of investments / pensions / drawdown / SIPPs / SIPP investments / pension transfers
• Calculatingand process disinvestments as appropriate
• Calculatingand process investment of deposit monies as appropriate
• Collating& analysinginformation for pension transfers in compliant manner
• Liaisingwith clients/providers in person or via telephone, email, letter, fax
• Dealing with relevant client / provider correspondence
• Scanning correspondence / documents onto archiving system
• Processing new business - Applications, transfer forms
• Completing application forms in advance of meetings
• Chasingprogress of new business and income payments
• Managing adviser meeting requirements i.e preparing valuations
• Processing surrenders / partial encashments / withdrawals
• Processing switches
• Issuing policy documents
• General typing of letters as and when required

We are seeking someone with a good grounding in financial services, who must have a sound understanding and a good level of experience within Investments or Pensions, ISA's & Protection, coupled with 2-3+ yearsworking within a Financal Services orIFA environment, ideally with some experience of Report Writing.