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Report Writer

  • Salary: £25000 - £27000 per annum + Benefits
  • Location: Dudley, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 Jul 2018
  • Job reference: 31184

Working with a growing organisation in Dudley in search of an experienced Report Writer to support the national Advisers.

The Role

  • To provide comprehensive technical and administrative support to a number of senior IFAs
  • The mentoring of an Administrator to assist with workload and Adviser requests
  • Write and format financial planning reports on a number of subjects in accordance with company and compliance guidelines
  • Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
  • Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted
  • Working in a client facing team, serving HNW clients and assisting with the creation of financial planning reports in order to meet the client requirements

To be successful you will need

  • Knowledge of both pensions and investments
  • Experience within a financial services background

If successful, you will benefit from

  • Salary of up to £27,000
  • Company benefits
  • 25 days holiday
  • Free onsite parking
  • Career development

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: