Technical IFA Administrator or Paraplanner

4 weeks ago


Leamington Spa, Warwickshire, United Kingdom Cranleigh Personnel Full time £32,000 - £35,000

Technical IFA Administrator / Paraplanner Role

About the Job

We are seeking a skilled Technical IFA Administrator or Paraplanner to join our team at Cranleigh Personnel. As a key member of our team, you will provide comprehensive technical administrative and paraplanning support to our Director.

Key Responsibilities

  • Collaborate closely with the Director to provide technical administrative and paraplanning support, including writing suitability reports, calculations, and preparing for client meetings.
  • Experience a supportive and challenging working atmosphere that balances professionalism and personal touch.
  • Receive ongoing support for your personal development and any necessary training for your role.

What We Offer

As a valued member of our team, you will enjoy a range of benefits, including:

  • A friendly and supportive team environment that encourages collaboration.
  • Opportunities for career progression and personal development.
  • A family-oriented culture that promotes work-life balance and employee well-being.

About Our Company

Cranleigh Personnel is a well-established family-run business known for its caring and friendly approach to both clients and employees. We value our employees and provide excellent benefits and established processes to ensure everyone feels valued and included.



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