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Senior IFA Paraplanner & Admin - 360 Case Lead

Posted 1 day 3 hours ago by Plus One Personnel

£30,000 - £45,000 Annual
Permanent
Full Time
Other
Warwickshire, Stratford-upon-avon, United Kingdom, CV37 0BE
Job Description
A reputable Independent Financial Advice firm in Stratford-upon-Avon is seeking a Senior IFA Administrator or Paraplanner to manage cases from paraplanning to business submission. Candidates should have experience in IFA administration, strong report writing skills, and a good understanding of CGT and tax planning. The role offers an office-based position with opportunities for salary growth and internal progression within a supportive team environment. Ideal for those who enjoy autonomy and client interaction.
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