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Senior IFA Paraplanner & Admin - 360 Case Lead

Posted: 10/12/25
Recruiter:Plus One Personnel
Reference:3044217127
Type:Permanent
Salary:£30,000 - £45,000 Annual
Location:Stratford-upon-avon, Warwickshire
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.

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