SALARY: 27,000 - 32,000
NJR Recruitment are proud to be working in Partnership and exclusively with a firm of Independent Financial Advisers based in Altrincham who also form part of a successful and ambitious Partner Practice of St James Place.
A Report Writer is required to provide support to the business when informing and advising Clients on Financial strategies, plans and products and organise the technical task, illustrations and reports. Daily duties will consist of;
" To assimilate & segregate information gathered by the Adviser on the CFR;
" Accurately record client data;
" Construct financial planning solutions (investment, retirement, tax and estate planning, fund switches) supported by the production of templated reports to replay client wants, needs, problems & consequences of no actions as well as ensuring correct grammar & spelling;
" In time, to become solely responsible for all RSMR Model Portfolio's and fund switches;
" Providing support for the Financial Planners;
" Generation of illustrations and completion of checklists in line with Perennial requirements;
" To develop and maintain good working relationships with the advisers, colleagues, and management;
" Ability to pass regular internal testing of knowledge
" Attend forums & workshops as appropriate
To apply for the role Candidates should have already obtained or be working towards the Level 4 Diploma in Regulated Financial Planning. You will have strong numeracy skills, be confident in dealing with third parties and should eb highly organised. Excellent product knowledge is required as is a good amount of experience working for a firm of Financial Planners or within Banking.