Trainee Report Writer (Financial Services)

Trainee Report Writer (Financial Services) 

Independent Financial Solutions offers a full range of private, professional and corporate financial planning and management services. Fully regulated and Authorised by the FCA, we are committed to providing the highest level of service to our clients. 

Position: Report Writer 
Location: Emsworth, Hampshire 
Hours: 37.5 hours per week 
Salary: £26,000per year 

ROLE: 
The Trainee Report Writer will have overall responsibility for report writing under supervision of the Case Manager and overseeing of new business submission process. You will also be dealing with admin and new business submission when required. 

RESPONSIBILITIES: 
a) Report writing (include annual reviews). 
b) Client contact – follow up recommendations, appointment booking, secondary meetings if applicable. 
c) Delegate support tasks to appropriate administrators. 
d) Carrying out role of an administrator as and when required (particularly during the training phase). 
e) Maintain Compliance at all times. 
f) Liaise with Case Managers and Advisers when necessary. 
g) Take responsibility for each case from Report Writing stage through to completion. 
h) Ability to research and suggest alternative solutions and approaches to client recommendations with minimal advisor input. 
i) Impart knowledge to peers and support staff. 
j) Checking of new business prior to submission and overseeing business processing. 

ESSENTIAL SKILLS / EXPERIENCE: 
a) GCSE Maths & English qualifications, with evidence of further education or an industry qualification (CII Certificate in Financial Administration or similar). 
b) Employment history in IFA environment. 
c) Ability to work under pressure 
d) Excellent communication skills. 
e) Medium level knowledge of core products (ISA, OEIC, Bonds, Pension). 

DESIRABLE SKILLS / EXPERIENCE: 
a) Degree level education or equivalent, and commenced study for CII Diploma in Regulated Financial Advice or similar. 
b) Basic report writing experience. 
c) Driven with desire to succeed, and continuously strive to increase knowledge base and achieve further industry specific qualifications. 
d) Knowledge of more technical products – i.e. Final Salary Pensions, IHT Planning tools, Trusts. 

You may have experience of the following: Business Support Administrator, Financial Services, Report Writer, IFA, Client Support, Clerical, Financial Administration, Case Assistant, Report Writing, Project Support Administrator, ISA, OEIC, Bonds, Pensions, Business Support Assistant, Graduate, Junior, Trainee, Paraplanner, etc. 

This vacancy is being advertised by Easy Web Recruitment, the UK`s leading Online Recruitment Agency. The services advertised by Easy Web Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.