Ifa Admin & Trainee Paraplanner in Coventry

Job Description IFA Administrator / Trainee Paraplanner Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. Provide high-quality administrative support to Financial Planners and Paraplanners Liaise with providers to obtain plan information, illustrations, valuations and policy details Prepare annual review packs and client correspondence Use provider platforms and back-office systems to maintain accurate client records Assist with pension, investment and protection administration Prepare illustrations, quotations and application paperwork via provider platforms Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one.