Senior Ifa Administrator/ Paraplanner - Coventry, United Kingdom - Recruit UK

Recruit UK

Verified Company

Coventry, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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: 7495
Are you an IFA Administrator looking to step into a Paraplanner role?

Recruit UK are 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 accuracy of client information and assisting with the ongoing management of the client
Research and analysis
Possible opportunity for involvement with investment analysis

What's in it for you:

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

Skills and experience required:

Previous experience as an IFA Administrator or Paraplanner is essential
Ideally Level 4 qualified or working towards CII qualifications
Knowledge of FCA rule with relation to financial advice process
Experience using Intelligent Office would be desirable

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.

Right now, RecruitUK are pleased to be working with a well-established Financial Advice Firm based in Coventry on a Financial Planning administration/ Paraplanner role.

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._