Annual Review report writer

• Prepare client review reports using Dynamic Planner and Microsoft PowerPoint, ensuring accuracy and a professional presentation.
• Retrieve and compile information from a variety of platforms to support the preparation of financial reports.
• Use Intelliflo to manage client records and support financial planning processes.
• Utilise FE Analytics to conduct investment research and performance analysis.
• Produce cash flow forecasts and financial planning scenarios (CashCalc experience preferred)
• Maintain professional telephone etiquette when communicating with clients and colleagues.
• Identify opportunities where appropriate financial recommendations can be made based on client circumstances and analysis.

Pay: Up to £32,000.00 per year

• IFA administration : 1 year (preferred)

Pulled from the full job description

• Life insurance
• Company pension
• On-site parking, * Company pension
• Life insurance
• On-site parking