Senior IFA Paraplanner & Admin - 360 Case Lead

  • Plus One Personnel
  • Stratford-upon-avon, Warwickshire
  • Dec 10, 2025
Full time Administration

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.