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# Annual Review report writer

- **Company:** Jane Deane Recruitment Limited
- **Location:** Cheadle Hulme, UK
- **Salary:** £32,000.0
- **Contract:** Permanent contract
- **Skills:** Data Analysis, Microsoft PowerPoint
- **Published:** August 12, 2026
- **Apply:** https://uk.indeed.com/viewjob?jk=f74867dd1205ba4b

## About the Role

* IFA administration : 1 year (preferred)

## Description

* 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