Senior IFA Paraplanner & Admin - 360 Case Lead

Plus One Personnel; Stratford-upon-Avon; On-site; GBP 30,000 - 45,000; Full time

Job summary

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.

Benefits

Salary growth based on performance

Supportive team culture

Qualifications

• Proven experience in IFA administration or paraplanning.
• Strong report writing skills are essential.
• Good understanding of CGT and tax planning.

Responsibilities

• Manage full case from paraplanning to submission.
• Prepare detailed suitability reports.
• Liaise directly with the MD and clients.
• Handle client queries and maintain records.

Skills

IFA administration

Report writing

CGT understanding

Client communication

Organizational skills

Microsoft Office proficiency

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.