Report Writer - Investments, Pensions, SIPPS
My client are an Independent Financial Advice practice (IFA) and specialise in retirement and investment planning for both individuals and businesses.
We are currently seeking a Report Writer to join the current Administrative teams who will be responsible for:
* Carrying out research and prepare reports & documentation in respect of investments / pensions / drawdown / SIPPs / SIPP investments / pension transfers
* Calculating and process disinvestments as appropriate
* Calculating and process investment of deposit monies as appropriate
* Collating & analysing information for pension transfers in compliant manner
* Liaising with clients/providers in person or via telephone, email, letter, fax
* Dealing with relevant client / provider correspondence
* Scanning correspondence / documents onto archiving system
* Processing new business – Applications, transfer forms
* Completing application forms in advance of meetings
* Chasing progress of new business and income payments
* Managing adviser meeting requirements i.e preparing valuations
* Processing surrenders / partial encashments / withdrawals
* Processing switches
* Issuing policy documents
* General typing of letters as and when required
We are seeking someone with a good grounding in financial services, who must have a sound understanding and a good level of experience within Investments or Pensions, ISA's & Protection, coupled with 2-3+ years working within a Financal Services or IFA environment, ideally with some experience of Report Writing.
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