Progressive city centre based IFA practice require a Trainee IFA.
Ideally looking for someone who is part or fully level 4 diploma qualified who is wanting to progress from a Senior IFA Administrator or paraplanning role into an advisory role. The role is a telephone based position and is primarily office based in Manchester City centre.
A comprehensive training and development programme is available for the right candidate.
Initially the role is 12 months in the Paraplanning team then progressing to trainee IFA role.
Duties are then 6 monthly catch up calls with clients and then progressing onto annual review meetings/accessing benefits calls before further down the advisory journey, progressing onto dealing with new business.
This is a fantastic opportunity for a proactive candidate with a great telephone manner to join a forward thinking organisation.
Job Types: Full-time, Permanent
Pay: £45,000.00 per year
Work Location: In person
