Trainee Paraplanner

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 ..... full job details .....