Amanda Mitchell Dipfa Email & Phone Number

Amanda Mitchell Dipfa is a Compliance | Paraplanner Manager | Experienced Customer Service professional | Coach | Mentor at Perspective Financial Group Ltd. Colleagues describe them as "I had the pleasure of working with Amanda for over nine years, with the last few years being directly mentored and managed by her as my Team Manager. Amanda's management style is supportive, fair, open and approachable, and promotes a true 'team spirit' ethos. She is an excellent communicator who gives clear directions and instructions, delegates effectively and is also not afraid to get stuck in and cover necessary tasks to ensure work is progressed, always maintaining focus on delivering the best outcomes for client's. Amanda excels at coaching and mentoring, providing engaging training sessions, continuous support and actively encourages ongoing professional development of her team. She has proven ability of taking inexperienced/junior paraplanners on to achieving full competency status. Amanda is highly professional, organised and hard working and would be an asset to any company." and "Amanda and I have built a collaborative relationship at Fidelity that fostered a seamless service between the Paraplanning and Administration teams. Her instructions are always clear and detailed. If I ever have any queries, Amanda knows the case instantly and is able to explain the next steps. I often ask for guidance during complicated cases and she happily imparts her wisdom. With the client always at the heart of what she does, she will strive for the best outcome with third party providers and is confident in challenging delays and complications."