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.
