Report Writer & Adviser Support
| Job Type | Permanent Full Time |
| Location | Cheam |
| Area | Cheam, Surrey |
| Sector | Business Support - Financial Services |
| Salary | £45,000 |
| Start Date | ASAP |
| Job Ref | AL790022 |
| Job Views | 14 |
- Description
Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam. This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who enjoys working within a collaborative, client-focused environment.
Key Responsibilities:
- Prepare high-quality suitability reports, review letters, and withdrawal letters in line with FCA requirements and company standards.
- Provide administrative and technical support to financial advisers, including cash flow modelling, risk reports, and investment research.
- Utilise a range of financial planning systems such as Intelligent Office, Volume, Aveni, and Mabel Insight to produce accurate and compliant documentation.
- Understand and use various provider platforms to source product information and support recommendations.
- Maintain strong attention to detail and ensure all work is compliant, accurate, and delivered within agreed timescales.
About You:
- Previous experience in a report writing or paraplanning support role within financial services.
- Good understanding of financial planning principles, investment products, and the regulatory environment.
- Confident in using financial planning software and provider platforms.
- Strong written communication skills with excellent attention to detail.
- A proactive team player who enjoys supporting advisers and contributing to a positive team culture.