Trainee Paraplanner

Job Title:
Trainee Paraplanner

Industry: Financial Services

Location:
Coventry

Salary: £30,000 - £40,000

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 £40,000 (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 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.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs 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.