197 jobs - 7 added today
96862 registered Jobseekers
Recruiting? Call us on 01772 639042
Email me jobs relevant to my job search
3 months ago
Salary: £23k - 28k per year
Location: Sheffield
Job type: Permanent
Contact: Ivan Cannon
Category: Finance Office Jobs

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.



Here are some similar jobs for you to consider...

28 days ago
only 4 hours until close
27 days ago
only 1 day until close
£50k - £60k
27 days ago
only 1 day until close
25 days ago
only 3 days until close

Email me jobs relevant to my job search

  Back to the top