Job Information

Our client, a growing and successful firm of Wealth Managers and Financial Advisors requires an additional member for their Technical report writing team.


This role is for a individual who is ready to take the next step up to working towards a paraplanner which involves supporting and working closely with IFA,s and carrying out the report writing on the current advice that has been given the client. This will not be a full paraplanning role but the report writing side on all client advice. I would recommend this role for someone who wants to move into a more technical role as the reports are or they can be technical in regards to the products. Some level of technical knowledge and exceptional accuracy and attention to detail to join a growing and extremely hard-working team of Report Writers producing suitability reports covering all areas of financial planning.