More jobs:
Trainee Paraplanner
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-10-01
Listing for:
Recruit UK
Full Time, Apprenticeship/Internship
position Listed on 2026-10-01
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance
Job Description & How to Apply Below
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 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.
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