Job Description
Job Title: Trainee Paraplanner
Industry: Financial Advice
Location: Coventry
Salary: £30,000 – £32,000
Reference Number: 9397
Job Description:
Recruit UK is working on an exciting opportunity for an IFA Administrator to join a well-established wealth management firm based in Coventry.
As an IFA Administrator you will ensure the smooth and efficient operation of client servicing, compliance, and business processing activities.
Responsibilities:
- Prepare and process new business applications, including anti-money laundering checks and fact-finding
- Handle client correspondence, including letters, emails, and telephone queries
- Ensure all documentation meets FCA regulatory standards
- Liaise with product providers to obtain valuations, policy information, and resolve queries
- Assist in the preparation of annual reviews and investment pathway documentation
What’s in it for you:
- Salary Up to £32,000 (negotiable dependent on skills and experience)
- Excellent pension scheme
- 25 days holiday plus bank holidays
- Fantastic work culture
- Ongoing career professional development
- Study and exam support
Skills and experience required:
- A minimum of 1 year of experience working as IFA Administrator or similar roles.
- Ideally Level 4 qualified or currently studying towards Level 4
- Strong communication skills and attention to detail.
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Trainee Paraplanner in Coventry employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
