Trainee Ifa - Leicester, United Kingdom - Paul Mitchell Associates

Paul Mitchell Associates

Verified Company

Leicester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 :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