Trainee Ifa

**New Year -New Adventure**

This is a fantastic opportunity for someone who is ready to become a Financial Planner

The role will develop into an adviser role taking over a substantial number of existing clients.

Applications are welcome from Diploma qualified paraplanners who are looking to take the next step up.

The role will be varied and requires a numerate and articulate individual who is highly organised with good PC skills, confident telephone manner and good communication skills at all levels.

**Key Responsibilities**
- Provide telephone service / support clients
- Contact referred clients within agreed Service Agreement Levels to arrange telephony appointments
- Undertake telephone reviews with client(s) to establish continued suitability of their investments
- To deliver suitable, personalised advice to satisfy client needs identified throughout provision of ongoing service and relationship
- Appropriately and compliantly identify when a client has more complex needs that requires face to face advice
- Achieve qualitative and quantitative performance, productivity, activity and conversion levels necessary to deliver the target levels agreed with Manager
- Take ownership where issues arise to ensure successful resolution to deliver client satisfaction, whilst following all complaint procedures and compliance policies

**Package**
- Appointment Type: Permanent
- Full Training Provided
- Salary: £20,000 - £23,000
- Hours: Full-Time
- Holiday 20 Days + Bank Holidays
- Pension
- Working Hours: Monday - Friday (09.00 - 17:30)

If you - or someone you might know - are interested & think this opportunity may be suitable, APPLY ONLINE or call **Paul Mitchell Associates** (quoting ref**:12538**) on