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.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.