Senior IFA Administrator/Paraplanner in Stratford-upon-Avon

Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm?

Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately.

Main Responsibilities:

• Handle full case management from paraplanning through to business submission
• Produce detailed suitability reports once trained on internal systems
• Liaise directly with the MD and provide high quality client communication throughout
• Manage client queries, valuations and documentation in a timely and organised manner
• Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided)
• Maintain accurate records within Intelligent Office
• Prioritise tasks independently and ensure cases are progressed efficiently
• Support wider technical and administrative tasks as required
• Follow internal processes to ensure compliance and accuracy on all client work

Skills and Experience:

• Previous experience in IFA administration, paraplanning or a technical support role
• Strong report writing experience is essential
• Good understanding of CGT, chargeable events and tax planning
• Confident communicator with the ability to liaise professionally with clients and the MD
• Robust, focused and able to manage your own workload without close supervision
• Excellent attention to detail and strong organisational skills
• Competent user of Microsoft Word, Excel and Outlook
• Familiarity with Intelligent Office is desirable though not essential

Additional Information:

• Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break
• Salary growth and internal progression based on performance and contribution
• Not suitable for someone looking to progress into advising within the next 4 years
• Supportive and focused team culture

If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on 01926 699276 for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: https://www.linkedin.com/in/danielmarlowrecruitment/