Trainee Paraplanner/Senior IFA Administrator
Salary
Up to £35,000
Location
Coventry
Job Type
Full Time
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Job Title: Trainee Paraplanner/Senior IFA Administrator
Industry: Financial Services
Location: Coventry
Salary: Up to £35,000 (higher salary negotiable depending on skillset and experience)
Job Reference: 15602
Job Description:
Are you an IFA Administrator looking to step into a Paraplanner role?
Recruit UK is working on an exciting opportunity for an individual with IFA administration experience to join a well-regarded wealth management firm based in Coventry.
This opportunity offers a fantastic career development pathway, alongside the potential to step into investment analysis too.
Duties will include:
- Administration of new and existing business, ensuring compliance procedures are followed
- Maintaining the accuracy of client information and assisting with the ongoing management of the client
- Research and analysis
- Possible opportunity for involvement with investment analysis
- Salary Up to £35,000 (negotiable dependent on skills and experience)
- Excellent pension scheme
- Generous holiday allowance
- Ongoing career professional development
- Study and exam support
- Previous experience as an IFA Administrator or Paraplanner is essential
- Ideally, Level 4 qualified or working towards CII qualifications
- Knowledge of FCA rule in relation to the financial advice process
- Experience using Intelligent Office would be desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.