Job Description
Report Writer Financial ServicesLocation: Truro, CornwallSalary: £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.
JBRP1_UKTJ