Technical IFA Administrator / Paraplanner Location: Leamington Spa Salary: £32,000 - £35,000 Are you a Technical IFA Administrator / Paraplanner seeking your next career opportunity?
Do you find yourself in a situation where: You are looking for the opportunity to work 1-1 with the Adviser?
You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you About the Company/Role Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees.
This supportive environment ensures that everyone feels valued and included.
In this role, you will: Collaborate closely with the Director , providing comprehensive technical administrative and paraplanning support – they are part of a network, so it will be writing suitability reports, calculations, preparations before client meetings, cash flow forecasting etc Experience a working atmosphere that is both enjoyable and challenging —a blend of professionalism and personal touch.
Receive ongoing support for your personal development and any necessary training for your role.
What We Offer Join a company that values its employees and provides superb benefits , including: A friendly, supportive team environment where collaboration is encouraged.
Opportunities for career progression and personal development.
A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today We'd love to discuss this exciting role with you in more detail.