Paladin Advice
Financial Expert Witness Report Writer
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Paladin Advice provides exceptional, honest, and independent financial advice primarily to vulnerable individuals, trustees, and charities. As fully independent advisers, the firm is committed to recommending only the highest independently rated, fully regulated funds available in the global market. This approach ensures that client needs are placed ahead of any commercial interests. Paladin Advice differentiates itself by avoiding high-charge in-house products and discretionary fund management arrangements that can compromise objectivity. Applicants join a team focused on integrity, transparency, and client-centered service.
Role Description
The Financial Expert Witness Report Writer is a full-time remote role responsible for producing clear, accurate, and defensible financial reports for use in legal and regulatory contexts. Day-to-day tasks include:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Analyzing financial data
- Reviewing documentation and case files
- Preparing structured expert witness reports that explain complex financial concepts in plain language
The role involves collaborating with advisers, legal professionals, and other stakeholders to gather information, validate assumptions, and ensure reports meet evidentiary standards. The Report Writer will:
- Maintain and update relevant data sources
- Adhere to strict confidentiality and compliance requirements
- Manage multiple assignments within agreed timelines
Continuous learning about financial products, regulations, and best practices is expected to support high-quality, independent advice.
Qualifications
- Candidates should possess strong Report Writing and Writing skills for producing clear, well-structured expert witness reports.
- Candidates should possess advanced Analytical Skills for interpreting financial data, identifying trends, and supporting evidence-based conclusions.
- Candidates should possess effective Communication skills for explaining complex financial issues to non-specialist audiences and collaborating with stakeholders.
- Candidates should possess experience working with Databases and financial information systems to source, organize, and verify data.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Relevant qualifications such as a degree in finance, economics, law, or a related field, or professional certifications (e.g., CFA, CFP, ACCA) are beneficial.
Prior experience in financial advisory, forensic accounting, compliance, or expert witness work is advantageous.
Strong attention to detail, ethical judgment, and the ability to work independently in a remote environment are essential.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location