Senior IFA Administrator / Paraplanner

This Senior IFA Administrator / Paraplanner job is available within an independent financial planning firm based just outside of Coventry You will be joining a team of 15 who thoroughly enjoy working together, with many of them being with the business for several years This role will combine elements of both administrative and paraplanning duties, therefore our client is open to either a Senior IFA Administrator or a Paraplanner happy to do admin duties. For instance, you will be undertaking some research, suitability reports, and analysis, with many of their clients being high net worth. In addition, you will undertake administration through preparing client packs, actioning post meeting tasks, obtaining outstanding information, liaising with clients and providers. Senior IFA Administrator / Paraplanner Requirements Our client is seeking individuals happy with both admin and paraplanning duties, as such this could suit a Senior IFA Administrator or Paraplanner No requirement to hold industry qualifications, but this would be advantageous Looking for customer focused team members The Company This long established firm has dual focus with teams specialising in wealth management and employee benefits. As such, they support personal and corporate clients across both sides of their business. You will be joining a close knit team who enjoy working together to support their clients and provide great service. They are big advocates of internal development and progression and seeing their team flourish. Senior IFA Administrator / Paraplanner Benefits Salary of £30,000 - £40,000 (negotiable) Company benefits include 22 days holiday bank holidays office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan and biannual discretionary bonus Working hours of 8:30am – 5pm, Monday to Thursday, 8:30am – 1:30pm, Friday Office based role with potentially Friday from home Potential to consider part-time hours, for instance to suit school hours Free car parking available on site Financial support towards industry qualifications plus study leave provided Locations Meriden Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Location: UK, GB

Posted Date: 4/5/2025