Report Writer

The primary role will be writing reports for financial planning clients. This includes checking all relevant information has been provided and adding this information to a template report.

You will be required to use spreadsheets to evidence calculations and conduct research to identify product charges and features. Training will be provided on the appropriate financial calculations and on the specifics of products, providers and investment funds (no previous financial services knowledge required).

This is for a home-based position. You must have excellent written English skills. Calls to the UK maybe required, so good English speaking skills would be a bonus. You will need to have your own computer and reliable internet connection for uploading/downloading documents and Skype calls.