Financial Services Report Writer – Administrator
Prestige IFA Jobs - International Financial Advisor Jobs
full-time
Posted on:
Location Type: Remote
Location: United Kingdom
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Salary
💰 €1,600 per month
Job Level
About the role
- 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.
Requirements
- 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.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingreport writingdata entrydocument reviewadministrative supportrecord keepingfinancial planninginvestment analysisregulatory complianceworkflow improvement
Soft Skills
communication skillsorganizational skillsattention to detailtime managementcollaborationprofessionalismconfidentialitymultitaskingclient supportproblem-solving