Desk Based Trainee Adviser required for Chartered IFA firm with approximately 75 staff. The firm are keen to support the development of its staff and fund exams and all revision aids and give time off for revision and the exam itself. The firm provide development opportunities, with the ability for staff to progress to Senior or Manager status, with the role designed more closely around their professional interests and to provide greater responsibility and recognition. The firm is owned by a large private equity firm which owns a growing number of advisory firms in the US, Canada and Australia. This being the first business to be acquired outside of the US in 2008, selected based on their ethos of building long term service-focused relationships with clients. This is an exciting time as the business embark on their ambitious national expansion plans which should see the firm build a presence in the major cities within the UK, which in turn will offer opportunities to successful staff within the business. Responsibilities Conduct telephone-based reviews with clients in Drawdown Produce the suitability report, the majority of advice focusing on existing Drawdown Requirements The ideal candidate will have 2 years Paraplanning experience. Experience of giving Financial Advice would be advantageous. The ideal candidate will have achieved the Diploma. Intelligent Office experience would be advantageous. Salary will be dependent upon qualifications and experience but will typically range between £30,000 and £36,000 Benefits 4 x salary life cover, income protection, private medical insurance (Bupa) and employer pension contributions (currently 3% but soon to move to auto-enrolment). Basic holiday entitlement is 20 days plus 3 days for christmas plus all national holidays. The office is closed between Christmas and New Year. Holiday entitlement increases by 1 day after 2, 5, 10 and 15 years. The ideal candidate will be seeking full time employment (ie five days per week, 9am-5pm)