Financial planner Work, Jobs in Coventry, Wmd (with Salaries)

IFA Administrator / Trainee Paraplanner
NJR Recruitment —Coventry
- £30,000 - £35,000 a year
- Organisational skills
- Financial services
- Communication skills
2h
Assistant Financial Planner
Boolers —Enderby
- From £45,000 a year
- Full-time
- Business development
- Financial services
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
2d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
9d
Wealth Planner - Wealth Management
Barclays —Birmingham
IFA Administrator
Recruit UK —Warwick
- £25,000 - £30,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
2h
Mortgage Administrator
Finlink Ltd —Sutton Coldfield
- £28,000 - £32,000 a year
- Hybrid work
- Financial services
- Communication skills
2h
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Adviser/Chartered Financial Adviser
Hymans Robertson LLP —Birmingham
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Organisational skills
Quick apply
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
2d

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Assistant Project Manager (GBE-N)
Rolls-Royce SMR —Derby
Confidence can sometimes hold us back from applying for a job. Adaptability in fast-paced or evolving environments. £2,200 flexible benefits allowance.
£42,000 - £55,125 a year
7d
Assistant Financial Planner
Boolers —Enderby
Part qualified level 4, diploma in Financial Planning. At least 3 years’ experience within financial services role. Economics or Finance related degree.
From £45,000 a year
Quick apply
2d

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IFA Administrator / Trainee Paraplanner

NJR Recruitment
Coventry

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
2 hours 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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financial planner jobs in coventry, wmd

IFA Administrator / Trainee Paraplanner

Assistant Financial Planner

Senior Financial Planning Administrator

Wealth Planner - Wealth Management

IFA Administrator

Mortgage Administrator

Senior Financial Planning Administrator

Financial Adviser/Chartered Financial Adviser

Paraplanner

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