Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam. This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who enjoys working within a collaborative, client-focused environment.
Key Responsibilities:
* Prepare high-quality suitability reports, review letters, and withdrawal letters in line with FCA requirements and company standards.
* Provide administrative and technical support to financial advisers, including cash flow modelling, risk reports, and investment research.
* Utilise a range of financial planning systems such as Intelligent Office, Volume, Aveni, and Mabel Insight to produce accurate and compliant documentation.
* Understand and use various provider platforms to source product information and support recommendations.
* Maintain strong attention to detail and ensure all work is compliant, accurate, and delivered within agreed timescales.
About You:
* Previous experience in a report writing or paraplanning support role within financial services.
* Good understanding of financial planning principles, investment products, and the regulatory environment.
* Confident in using financial planning software and provider platforms.
* Strong written communication skills with excellent attention to detail.
* A proactive team player who enjoys supporting advisers and contributing to a positive team culture.
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