Report Writer Financial Services
Location: Truro, Cornwall
Salary: £30,000 - £38,000 (Depending on experience)
We are recruiting for a skilled Report Writer to join our clients team in Truro. Youll produce high-quality suitability reports, support advisers with paraplanning tasks, and ensure all documentation meets regulatory standards.
Responsibilities Draft suitability reports
Manage paraplanning requests
Support with protection, investments, pensions and drawdown
Conduct provider and fund research
Prepare illustrations and cashflow models
Ensure accurate KYC and client data
Skills & Experience Working towards Level 4 CII (or equivalent)
2+ years in financial services
Report writing or trainee paraplanning experience
Excellent communication and attention to detail
Strong organisational and problem-solving skills
Benefits £30,000 - £38,000 (Depending on experience)
25 days holiday + bank holidays
Pension & life assurance
Flexible benefits
MondayFriday, office-based (09:0017:00)
Apply today to take the next step in your financial services career.
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