Wealth Management Report Writer - Financial Planning

JohnstonGreer Ltd.; 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

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.