At a Glance
- Tasks: Support clients with financial planning and ensure compliance in a dynamic wealth management environment.
- Company: Reputable wealth management firm in Coventry with a strong focus on client service.
- Benefits: Salary up to £40,000, excellent pension, 25 days holiday, and ongoing professional development.
- Other info: Join a supportive team with opportunities for growth and learning.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: 1 year of experience; Level 4 qualified or studying towards it preferred.
The predicted salary is between 35000 - 40000 £ per year.
Recruit UK is seeking a Trainee Paraplanner for a well-established wealth management firm in Coventry. This role involves ensuring efficient client servicing, compliance, and business processing.
Responsibilities include:
- Preparing new business applications
- Handling client correspondence
- Ensuring compliance with FCA standards
The ideal candidate has at least 1 year of experience and is ideally Level 4 qualified or studying towards it.
The position includes a salary up to £40,000, excellent pension, 25 days holiday, and ongoing professional development.
Junior Paraplanner — Study Support & Pension Benefits employer: Recruit UK
Join a well-established wealth management firm in Coventry that prioritises employee growth and development. With a competitive salary of up to £40,000, excellent pension benefits, and 25 days of holiday, this company fosters a supportive work culture where you can thrive professionally while ensuring compliance and delivering exceptional client service. Embrace the opportunity to advance your career as a Junior Paraplanner in a dynamic environment committed to your success.
