Fact Find, Protection & AI Report Writing Specialist
Navigation Wealth Management is a leading and rapidly growing Managing Partner Practice of St. James's Place Wealth Management with offices based in Beverley and Wakefield. We are committed to providing exceptional service and tailored financial advice to our clients. We are looking for a highly motivated and experienced individual to join our dedicated support team.
Job Title
Client Reporting Team
Reports to
Practice Manager
Main location
Hybrid working (Wakefield office based during probationary & learning period)
Role Purpose
To own the end-to-end preparation of client advice cases, with a primary focus on:
- Ensuring high-quality, complete fact finds
- Producing clear, compliant suitability letters
- Leveraging AI for report writing
This role sits at the centre of the advice process—bridging client data, analysis, and high-quality output using AI report writing software.
Core Responsibilities
1. Fact Find Review, Completion & Data Integrity (Primary Focus)
- Take ownership of fact find accuracy, completeness and structure
- Input, cleanse and validate client data within the fact find and CRM system
- Engage with advisers to fill gaps and challenge incomplete or unclear information
- Ensure all data collected supports robust, compliant advice
2. AI-Enabled Report Writing & Process Efficiency
- Use AI tools to draft, structure and enhance suitability reports and client communications for:
- Retirement Advice
- Investment Advice
- Protection Advice
- Ongoing/Review Advice
- Convert structured fact find data into first-draft reports using AI workflows
- Refine and quality check AI-generated outputs to ensure:
- Accuracy
- Compliance
- Tone aligned to Navigation brand
- Continuously improve how AI is used to:
- Reduce turnaround times
- Improve consistency
- Increase team capacity
4. Adviser Interaction
- Act as a key point of contact for:
- Gathering missing information
- Clarifying client circumstances
- Supporting advisers in case preparation
- Maintain high standards of communication and service
5. Compliance, Accuracy & Documentation
- Ensure all documentation is:
- Complete
- Accurate
- Audit-ready
- Maintain strong understanding of compliance processes and requirements
- Escalate any risks or inconsistencies immediately
Key Skills & Experience
Essential
- Experience in financial services
- Strong attention to detail and ability to work with complex data
- Excellent written communication skills
- Ability to translate technical content into client-friendly language
- Strong organisation and workflow management
Highly Desirable
- Experience writing suitability letters / reports
- Understanding of financial services products and planning
- Experience using CRM systems
- Experience or interest in using AI tools in professional workflows
Core Competencies
- Data Ownership – takes responsibility for fact find quality and completeness
- Clarity of Communication – produces clear, concise and effective written outputs
- Technical Understanding – understands recommendations and client needs
- Efficiency Mindset – constantly looks to improve speed without sacrificing quality
- Attention to Detail – high level of accuracy across all outputs
- Adaptability – embraces AI and evolving processes
What we Offer:
- Competitive Salary. Plus, a comprehensive benefits package.
- Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range.
- Discretionary Bonus: Potential to earn up to 15% of your salary, split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%).
- Holidays: 25 days annual leave plus all UK bank holidays.
- Pensions: Workplace Pension Scheme provided.
- Life Assurance: Death in Service Benefit of 4 x annual salary.
- Extra Perk: Appraisal Reward Day.
- Working Pattern: 35 hours per week.
- Monday – Thursday: 9:00 am – 5:00 pm
- Friday: 8:30 am – 4:30 pm
Job Type: Full-time
Pay: £24,500.00-£27,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
- Life insurance
- Referral programme
- Sick pay
Application question(s):
- Do you have experience of using the IT platform "Salesforce" as a CRM?
- This role is for experienced financial services administrators working within a financial advice Practice. How many years have you worked in administration in a Financial Advice company (IFA/tied Network/Life Office)?'
Experience:
- Financial services: 2 years (required)
Work Location: In person
