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- Tasks: Support advisers with client journeys and manage administrative and paraplanning duties.
- Company: A growing financial planning firm in Coventry with a supportive team culture.
- Benefits: Strong salary increases, regular bonuses, and fully funded professional exams.
- Other info: Clear long-term development opportunities and potential to progress into Adviser roles.
- Why this job: Gain technical exposure and develop your career in a collaborative environment.
- Qualifications: Experience in IFA administration or paraplanning is preferred.
The predicted salary is between 30000 - 40000 £ per year.
A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.
The Role: You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you’ll be joining a collaborative and structured team environment.
Key Responsibilities
- New business processing and submissions
- Liaising with providers and platforms
- Preparing client documentation and review packs
- Research and technical analysis
- Assisting with suitability report preparation
- Supporting advisers with ongoing case work
- Managing client records and compliance documentation
What’s on Offer
- Fully office-based (9:00am 5:30pm)
- Regular bonus structure
- Strong salary increases after Year 1 and Year 2
- Fully funded professional exams
- Clear long-term development opportunities
- A business that actively promotes support staff into Adviser roles
If you’re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step. Please get in touch for a confidential discussion.
Technical Admin in Coventry employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Admin in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who work in similar roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they support staff development. This will help you tailor your answers and show you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your technical knowledge! Brush up on key concepts related to IFA administration and paraplanning. Being able to discuss these confidently during interviews will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Technical Admin in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in both administration and paraplanning. We want to see how your skills align with the key responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how you can contribute to our close-knit team. Keep it friendly and professional.
Showcase Your Technical Skills: Since this role involves technical analysis and suitability report preparation, be sure to mention any specific tools or software you’re familiar with. We love seeing candidates who are ready to dive into the technical side of things!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with the key responsibilities listed in the job description, like new business processing and client documentation preparation. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Team Spirit
Since this role is all about collaboration, be ready to discuss your experience working in teams. Share examples of how you've supported colleagues or contributed to a team project. This will highlight your ability to fit into their close-knit environment.
✨Ask Smart Questions
Prepare some insightful questions to ask during the interview. Inquire about the firm's approach to professional development or how they support staff transitioning into adviser roles. This shows your enthusiasm for growth and commitment to the company.
✨Be Ready for Technical Scenarios
Expect to tackle some technical scenarios or case studies during the interview. Brush up on your research and analysis skills, and be prepared to demonstrate how you would handle specific tasks related to paraplanning and administration. This will give you a chance to shine and prove your capabilities.