Ifa Report Writer
2 hours ago
**IFA Report Writer**
**Location: Chester**
**Salary: £18,000 - £25,000**
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support.The position will be based in their Bury office
**Responsibilities**:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other 3rd parties, to obtain any information that may be needed
**Skills**:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
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Trainee Financial Planner
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Chester West Employment Park, United Kingdom Ortus Psr Full time**Trainee Financial Planner** **Location: Chester** **Salary: £30,000 - £40,000** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts...
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Ifa Administrator
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IFA Administrator
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Bid Writer
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SEO Content Writer
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