Report Writer, Tyne and Wear (TB-1637)

Our client is a well-respected and established Financial Planner who provide financial advice to both private and corporate clients is after a report writer to join their team.

 

 

 

• Research, analyse and compile Financial Planning Reports

• Handling existing client queries wherever possible

• Providing research for Asset Allocation on a client’s existing portfolio

• Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved

• Servicing existing clients by providing valuations and portfolio updates as and when required

• Quantifying and analysing clients existing investments

 

 

• Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives

• Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.

• Compile investment/pension/protection illustrations, projections and associated documentation;

• Prepare technical and accurate suitability reports in line with Chase de Vere standards Prepare client service agreement letters

• Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.

• Handle client queries, as required.

• Ensure client files comply with the company business quality standards;

• Assist in checking client valuations;

• Provide support with ad hoc projects and tasks where necessary

 

 

 

• Desire to develop professionally and achieve high levels of technical knowledge and sales skills

• To excel and progress within a busy, performance related environment

• To act in a professional manner always

• Have a basic knowledge of regulatory requirements

• At least 2 years’ experience as a report writer

• Experience of working within a high-pressure environment

• Experience of cash flow modelling and forecasting

• An eagerness to continuously learn and develop skills and knowledge 

 

 

• Excellent interpersonal skills and telephone manner

• Excellent personal organisational and administrative planning skills

• Highly numerate with excellent attention to detail

• Proven ability to work on own initiative

• The ability to work well within a team environment and build effective working relationships both internally and externally

• Good knowledge of Microsoft Office with accurate keyboard skills

 

 

• Competitive Salary

• Pension

• Flexible Benefits Package

• 25 days plus Bank Holidays

• Voucher schemes

• Full support with your own professional development