Prodigium Group are working in partnership with a client based in the Sheffield to add a Report Writer to join the current Administrative and Support teams who will be responsible for producing suitability reports for investments, pensions, ISA and Protection policies.
- Creating bespoke suitability reports away from standard templates
- Where advice may be more complex checking files to ensure all information required to write suitability reports is in order and meets compliance standards
- Interpretation of fact find information and applying this to writing suitability letters.
- Dealing with queries from advisor's
- General office tasks
- Excellent communication skills both written and verbal
We are ideally seeking someone who has experience working within financial services, preferably within an administration or paraplanning capacity who is looking to take the next step in their career. We would consider those either part-qualified working towards their Diploma or with a fully qualified Diploma in Financial Planning.
If this role is of interest then please apply today for one of our dedicated consultants will be in touch, alternatively for more information on this or one of our other roles within Financial Services then or call onto have a confidential chat.