Report Writer & Adviser Support

Surrey / SW London (Office-based)

Up to £45,000 per annum (pro-rata for 4 days)

Full-time or 4-day week / temporary option

About the Role

A respected wealth management firm is looking for an experienced Report Writer & Adviser Support professional to join their close-knit, client-focused team. This role offers the chance to work in a supportive, high-quality environment.

What You’ll Do

• Write suitability reports, review and withdrawal letters
• Support advisers with cashflow modelling, research, and risk reports
• Conduct fund and product research
• Use systems such as Intelligent Office, Volume, Aveni, and Mabel Insight
• Keep client and provider data accurate and up to date

About You

• Experience in report writing, paraplanning, or adviser support
• Strong understanding of pensions, investments, and protection
• Excellent written communication and attention to detail

What’s on Offer

• Salary up to £45,000 (pro-rata if 4 days)
• Flexible working – 4-day week or short-term role to Christmas
• Friendly, professional team with a strong client-first culture