Financial Technical Analyst / Trainee Paraplanner

ZipRecruiter; Maney; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial advisory firm in Sutton Coldfield is seeking a Technical Support Analyst to provide critical support to financial advisers. The role involves ensuring compliance, calculating tax liabilities, and maintaining accurate client records. Ideal candidates will have prior experience in financial services and a good understanding of relevant regulations. This full-time position offers a competitive salary and opportunities for professional development.

Benefits

Competitive salary and benefits package

Career progression support

Collaborative work environment

Qualifications

• Experience in a technical support or administrative role in financial services.
• Understanding of financial products like pensions and ISAs.
• Knowledge of FCA regulations and compliance.

Responsibilities

• Provide technical support to financial advisers.
• Calculate Capital Gains Tax liabilities.
• Assure compliance with FCA regulations.

Skills

Technical support

Analytical skills

Time management

Verbal communication

Written communication

Attention to detail

Education

Certificate in Financial Services

CII Diploma in Regulated Financial Planning (in progress)

Tools

Intelligent Office

Voyant

Microsoft Office Suite

Job description

Overview

Job Title: Technical Support Analyst

Location: Sutton Coldfield

Salary: £30,000 to £35,000 per annum, depending on experience

Job Type: Full-time, Permanent

About us

About us:

Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the \u0027go-to\u0027 business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey.

We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.

About the role

We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.

Your responsibilities will include:

• Providing technical support to the financial adviser team
• Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds
• Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage
• Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant
• Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations
• Liaising with product providers and platforms to obtain information and quotes
• Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements
• Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office
• Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations
• Contributing to the continuous improvement of operational processes and documentation standards
• Acting as a point of contact for adviser queries regarding technical matters

About you

• Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm
• A good understanding of financial products, including pensions, ISAs, bonds, and protection policies
• Working knowledge of FCA regulations and financial planning compliance requirements
• Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite
• Strong analytical, organizational, and time management skills
• Excellent attention to detail with a commitment to delivering high-quality work
• Effective written and verbal communication skills
• Ability to work both independently and collaboratively in a fast-paced environment

Desirable

• A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning.
• Experience with cashflow modelling tools

What we offer

• A competitive salary and benefits package
• The opportunity to work within a supportive and growing IFA environment
• Career progression and professional development support
• A collaborative and ethical company culture

If this role sounds suitable for you, please click apply so submit your CV and Cover Letter.

Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.