Job Description Job Title: Trainee Paraplanner Financial Advice 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. 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 Excellent pension scheme ~25 days holiday plus bank holidays ~ Fantastic work culture ~ Ongoing career professional development ~ A minimum of 1 year of experience working as IFA Administrator or similar roles. Get in touch or apply online to find out more about this opportunity! 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. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Trainee Paraplanner (Permanent) 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.
