Report Writer – Deliver Clear, Compliant and High‑Quality Financial Planning Reports

We are looking for a high‑calibre Report Writer to join a respected financial services team in Truro. You will bring exceptional communication skills, strong analytical ability and the confidence to interpret, troubleshoot and process complex information with accuracy. This role suits someone who thrives under pressure, produces high‑quality written work and supports advisers by delivering clear, compliant and well‑structured suitability reports.

About the Role

As the Report Writer, you will play a central role in supporting advisers across a wide range of financial planning areas. You will translate complex information into concise, client‑friendly reports, maintain strong industry knowledge and ensure all documentation meets regulatory standards. You will manage paraplanning requests, conduct research, prepare cashflow models and work collaboratively with colleagues to deliver a seamless, compliant service.

This is a role where precision, structure and professional judgement matter and where your work directly contributes to excellent client outcomes.

Key Responsibilities

Report Writing & Compliance

• Translate complex financial information into clear, concise, client‑friendly suitability reports
• Ensure accuracy of data, analysis and recommendations
• Produce reports that meet regulatory standards and deadlines
• Maintain confidentiality, data protection compliance and legislative responsibilities
• Complete CPD to meet regulatory requirements

Paraplanning Support

• Log and manage paraplanning requests from advisers
• Support simple and complex new‑business areas, including:
  • Individual and business protection
  • Investment contributions and replacement business
  • Pension contributions and pension drawdown
  • Esoteric investments
• Support the Pension Switch Team when required

Research & Technical Analysis

• Conduct provider and fund research, including risk scoring, performance analysis and charging structures
• Use tools such as Dynamic Planner and FE Analytics
• Produce illustrations and quotes via provider systems, Assureweb and IRESS
• Prepare cashflow modelling forecasts in line with internal guidance

Client Data & Adviser Support

• Ensure all “know your client” information is accurately recorded in the back‑office system
• Liaise with advisers to clarify or obtain outstanding information
• Work collaboratively with colleagues to deliver a seamless service
• Identify opportunities for continuous improvement and share feedback

About You

You are detail‑driven, organised and confident working with complex financial information. You communicate clearly, work well under pressure and take pride in producing high‑quality written work. You are proactive, reliable and able to balance independent work with strong teamwork.

• Working towards a Level 4 CII qualification (or equivalent)
• Minimum 2 years’ experience in the financial services sector
• At least 1 year’s experience in report writing or trainee paraplanning
• Experience using financial services back‑office systems
• Strong computer literacy (Word and Outlook essential)
• Excellent attention to detail and accuracy
• Strong planning, organisation and time‑management skills
• Proven problem‑solving ability
• Good judgement, initiative and discretion
• Reliable, confidential and collaborative

Working Arrangements

• Based in the Truro office
• Onsite, Monday to Friday
• Core hours: 09:00–17:00
• Flexible working arrangements may be considered

Benefits

• Salary: £30,000–£38,000 (depending on experience)
• 25 days’ holiday plus bank holidays
• Life assurance
• Pension scheme
• Access to a flexible benefits platform
• Supportive working environment with development and progression opportunities