At a Glance
- Tasks: Prepare new business applications and handle client correspondence while ensuring FCA compliance.
- Company: Join a well-established wealth management firm located in Coventry.
- Benefits: Enjoy a salary up to £40,000, excellent pension, and 25 days holiday.
- Other info: The position focuses on efficient client servicing and business processing.
- Why this job: This role offers ongoing professional development in the financial services sector.
- Qualifications: Candidates should have at least 1 year of experience and be Level 4 qualified or studying towards it.
The predicted salary is between 30000 - 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 in West Bromwich employer: Recruit UK
Work for a reputable wealth management firm in Coventry that prioritises professional growth. Enjoy benefits like an excellent pension and 25 days holiday, fostering a supportive environment for career advancement.
We think you need these skills to ace Junior Paraplanner — Study Support & Pension Benefits in West Bromwich
Client Servicing
Compliance Knowledge
Business Processing
FCA Standards
New Business Applications Preparation
Client Correspondence Handling
Level 4 Qualification (or studying towards)
