Technical IFA Administrator or Paraplanner

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.