Ifa administrator / trainee Work, Jobs in Leamington Spa Cv31 (with Salaries)

IFA Administrator / Trainee Paraplanner
NJR Recruitment —Coventry
- £30,000 - £35,000 a year
- Organisational skills
- Financial services
- Communication skills
2d

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IFA Administrator / Trainee Paraplanner
NJR Recruitment —Coventry
Assist with pension, investment and protection administration. Undertake product and fund research to support client recommendations.
£30,000 - £35,000 a year
2d
Senior IFA Administrator / Trainee Paraplanner
SWARM RECRUITMENT LTD —Wolverhampton
Diploma qualified (Level 4) or working towards. Gather and interpret client information, including assets, liabilities, income, expenditure, and existing…
£30,000 - £40,000 a year
2d

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IFA Administrator / Trainee Paraplanner

NJR Recruitment
Coventry

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Job details

Permanent
£30,000 - £35,000 a year
2 days ago

Qualifications

Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Posted: 11/06/26 Recruiter: NJR Recruitment Reference: 3121139190 Type: Permanent Salary: £30,000 - £35,000 Annual Location: Coventry Description:

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

Apply Now

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