Report Writer in Truro

Position:            Report WriterLocation:           Truro, CornwallSalary:                £30,000 - £35,000 per annumAre you an experienced Report Writer looking to join a small and knowledgeable team on a permanent basis in the Truro area.  

Our client is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture and looking for their next team players.

Key ResponsibilitiesProvide high-quality report writing support and research to our financial planners in accordance with Duchy IFA’s strategies, policies, and procedures.

Maintain client electronic files to a very high standard and ensure they are regularly updated.

Communicate effectively with Advisers, Clients, Colleagues, Providers, and Introducers.

Uphold client confidentiality, data protection, and other legislative and organisational responsibilities.

Collaborate with relevant teams regarding compliance, administration, technology, etc.

Ensure compliance procedures are followed strictly and in a timely manner.   

Person SpecificationExperience in a financial services and/or client-focused report writing environment.

Familiarity with Intelligent Office and Genovo is preferred.

Knowledge of financial services, including FCA regulations.

Excellent organisational and interpersonal skills.

Strong ability to communicate effectively and interact with individuals in various contexts.

Proficient in analysing information with precision.

Exceptional numerical skills.

Self-motivated and capable of working independently or collaboratively within a team.

Strong working knowledge of Microsoft Office.

Ability to prioritise tasks to meet deadlines while maintaining high work standards.

Competence in handling confidential information appropriately.   

This is a great career opportunity, if you are interested in having a discussion about this role, please send your CV to us!

Disclaimer: This vacancy is based in the United Kingdom.

Winhurst Recruitment only operates in the UK and can only process applications from candidates who are currently a resident and eligible to work in the UK.

Whilst we will endeavour to contact you following your application, due to the high volume of applications this cannot always be possible.

If you have not had notification within 7 days unfortunately your application has not been successful, but we may keep your details on file for future opportunities.

GDPR: We take Data Protection very seriously at Winhurst Recruitment from both a client and candidate perspective. 

By submitting your CV to Winhurst Recruitment, you are giving us your personal data which includes full name, address, phone number and email address.

We will add these details to our database to assist with your job search. 

Our full GDPR policy is on our website.

This tells you why and how we hold your data, and for how long. 

Winhurst Recruitment Limited is an Equal Opportunities employer and is committed to providing all employees with a working environment that is free from discrimination, intimidation and harassment.

We value diversity and actively promote equal opportunities to all so that employees are treated equally, with dignity and respect