Financial Services Report Writer - Administrator
Key Responsibilities:
Prepare, compile, and format financial and advisory reports for internal and client use.
Support the production of tailored documentation such as client analysis, financial planning reports, investment summaries, and compliance records.
Maintain and update administrative systems, ensuring accurate and organised record keeping.
Assist the UK Financial Advisory team with data entry, document review, and correspondence related to client accounts and financial planning initiatives.
Coordinate with advisers to gather information, clarify requirements, and deliver reports on schedule.
Ensure all documentation meets company standards for quality, consistency, and regulatory compliance.
Contribute to continuous improvement of administrative workflows and reporting templates.
Provide general administrative support such as scheduling meetings, producing presentations, and managing digital files.
Qualifications
Previous experience supporting financial advisory teams or working in a financial planning firm.
Familiarity with financial reporting standards or regulatory documentation.
Experience with investment-related software or document management tools.
Additional Information
Required Experience & Skills:
Proven experience in report writing and/or administrative roles, preferably within a financial services, investment, or advisory environment.
Strong command of English, with excellent written and verbal communication skills.
Highly organised with strong attention to detail and the ability to manage multiple tasks simultaneously.
Proficient in Microsoft Office (Excel, Word, PowerPoint) and comfortable using CRM or report generation systems.
Ability to work collaboratively with cross-functional teams and support senior advisers.
Professional attitude with capability to maintain confidentiality and handle sensitive client information.
Salary: Salary 1600 Euros a month.
Please note: Applicants should have at least three (1) years relevant financial services Admin industry experience