Job Information

A highly successful and well-regarded IFA business based in Stafford is looking for another Technical Administrator/Paraplanner.

With this client being one we have a long-term relationship with, we can tell our candidates that this is truly an exceptional place to work. The staff retention, culture and support on offer within this company is outstanding, and candidates who join here do tend to flourish.

The role is to support due to further growth within the business, and therefore a need for assistance on technical administration matters. Candidate profile as below:

• 3 years' experience as an IFA administrator or 2 years' experience as a paraplanner within a Wealth Management firm
• Experienced user of wraps, platforms and back office systems in order to produce valuations and illustrations
• Confident in producing pre-meeting documentation including creating portfolios for new clients
• Particularly interested in candidates who are experienced in writing suitability reports and supporting with annual reviews
• Preferably possesses FPC as a minimum qualification, however will consider unqualified but highly experienced professionals
• Must be friendly, outgoing and professional as this is a medium sized, close-knit office


The successful candidate will receive full study support to Chartered status, 5% pension contribution and annual salary reviews as well as uncapped progression opportunities.

Those who fit the above profile only are urged to apply within and those who are successful will be contacted within 2 working days.