Report Writer - Investments, Pensions, SIPPS

Report Writer
- Investments, Pensions, SIPPS

Report Writer
- Investments, Pensions, SIPPS

My client are an Independent Financial Advice practice (IFA) and specialise in retirement and investment planning for both individuals and businesses.

We are currently seeking a Report Writer to join the current Administrative teams who will be responsible for:

• Carrying out research and prepare reports & documentation in respect of investments / pensions / drawdown / SIPPs / SIPP investments / pension transfers
• Calculating and process disinvestments as appropriate
• Calculating and process investment of deposit monies as appropriate
• Collating& analysing information for pension transfers in compliant manner
• Liaising with clients/providers in person or via telephone, email, letter, fax
• Dealing with relevant client / provider correspondence
• Scanning correspondence / documents onto archiving system
• Processing new business
  - Applications, transfer forms
• Completing application forms in advance of meetings
• Chasing progress of new business and income payments
• Managing adviser meeting requirements i.e preparing valuations
• Processing surrenders / partial encashments / withdrawals
• Processing switches
• Issuing policy documents
• General typing of letters as and when required

We are seeking someone with a good grounding in financial services, who must have a sound understanding and a good level of experience within Investments or Pensions, ISA's & Protection, coupled with 2-3+ years working within a Financal Services orIFA environment, ideally with some experience of Report Writing.