IFA Administrator / Trainee Paraplanner

IFA Administrator / Trainee Paraplanner

Coventry

Salary up to £35,000

Full exam funding and study support provided

Clear progression path into Paraplanning

Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position.

This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning.

The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment.

• Provide high-quality administrative support to Financial Planners and Paraplanners

• Assist in preparing suitability reports in line with compliance requirements

• Liaise with providers to obtain plan information, illustrations, valuations and policy details

• Undertake product and fund research to support client recommendations

• Prepare annual review packs and client correspondence

• Process new business applications through to completion

• Use provider platforms and back-office systems to maintain accurate client records

• Assist with pension, investment and protection administration

• Prepare illustrations, quotations and application paperwork via provider platforms

• Working towards CII Level 4 qualifications would be advantageous

• Excellent communication skills, both written and verbal

• Strong organisational skills with the ability to manage multiple tasks effectively

• High attention to detail and accuracy

• Professional and client-focused approach

• A positive attitude and willingness to learn

Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one.

For more information please contact one of our specialist consultants quoting reference NJR16744