Technical Analyst / Paraplanner

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading Norwich-based chartered firm seeks a Technical Analyst to support Financial Planners, ensuring a professional client service. The role entails report compilation, tax calculations, and maintaining compliance with FCA rules. Candidates with a Diploma in Financial Planning and a minimum of 5 years industry experience are encouraged to apply.

Benefits

10% pension contribution

4x death in service benefit

Bupa cash plan covering medical costs

21 days holiday plus bank holidays, increasing to 35 days after 2 years

Support for professional qualifications

Flexible working hours

Qualifications

• Hold or be working towards a Diploma in Financial Planning.
• Minimum 5 years industry experience.
• Certificate in Financial Planning is essential.

Responsibilities

• Research and collate quantitative information for reports.
• Complete tax calculations for withdrawals.
• Maintain accurate client records in accordance with company and FCA rules.

Skills

Interpersonal skills

Report writing

Numeracy skills

Organization skills

Technical expertise

Adaptability

Education

Diploma in Financial Planning

Certificate in Financial Planning

Tools

Intelligent Office (IO)

Job description

My client is a Norwich-based chartered firm that has been providing advice to Norfolk and beyond for over fifty years. You can become part of their success by supporting their Financial Planners as a Technical Analyst.

Job Summary

You will work as part of my client's support team, integrating with Financial Planners and Administrators to provide clients with a welcoming, efficient, professional, and effective service, with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.

Key Responsibilities

• Research and collate relevant quantitative information to compile wealth management and financial planning reports based on meeting notes, fact find data, and Financial Planner instructions.
• Proficient use of cash flow planning tools (Truth/Voyant).
• Discuss client needs and objectives with the relevant wealth manager and undertake research to identify suitable solutions.
• Complete tax calculations for withdrawals, including capital gains tax, inheritance tax, and bond withdrawals.
• Prepare information and recommendations to support client reviews for analysis by Financial Planners.
• Maintain accurate and efficient client records and data in accordance with company and FCA rules.
• Stay updated with new product, technical, and legislative changes.
• Manage daily tasks effectively through the company's workflow system, working within defined timescales and holding regular meetings with Financial Planners and Administrators to discuss workloads and priorities.
• Provide training and technical support to team members, guiding day-to-day working practices.
• Understand processes related to monitoring new business, preparing client meeting packs and valuations, submitting transactions, sending letters of authority, calculating fees, and raising invoices.
• Perform other general administrative duties as assigned.

Role Requirements

Qualifications

• Hold or be working towards a Diploma in Financial Planning or Regulated Financial Planning (or equivalent).
• Certificate in Financial Planning (Essential).

Experience

Minimum 5 years industry experience.

Knowledge and Skills

• Good interpersonal skills, both written and verbal.
• Ability to work independently and as part of a team.
• Strong report writing skills.
• Good numeracy skills with close attention to detail.
• Excellent organization skills with experience of working to deadlines.
• Good understanding of FCA ethics, rules, and requirements.
• Knowledge of investments, pensions, protection plans, and other financial products and tools.
• High level of technical expertise.
• Adaptable and flexible approach to work in a changing environment.
• Experience with Intelligent Office (IO) is desirable.

Benefits

• 10% pension contribution
• 4x death in service benefit
• Bupa cash plan covering medical and prescription costs
• 21 days holiday plus bank holidays, increasing to a maximum of 35 days after 2 years
• Support for professional qualifications
• Flexible working hours and some remote work, subject to satisfactory probation.