Technical and Research Analyst

Phoenix Talent Partners; Birmingham; On-site; GBP 30,000 - 40,000; Full time

Job summary

An Independent Financial Adviser firm in Birmingham is seeking a Technical Research Analyst to support advisers and ensure compliance. The role offers exposure to financial planning and growth opportunities in wealth management. Ideal for those keen on a career in financial services, this position includes responsibilities like technical analysis and client data management. A collaborative team culture and professional development are key aspects.

Benefits

Competitive salary and benefits

Structured support for professional development

Clear career path opportunities

Qualifications

• Experience in a technical or administrative role within an IFA or financial planning environment.
• Strong knowledge of pensions, ISAs, bonds, and other financial products.
• Understanding of FCA regulatory standards and compliance procedures.

Responsibilities

• Be the go-to technical support for advisers and compliance function.
• Prepare detailed Capital Gains Tax and chargeable event gain calculations.
• Support complex pension income and lifetime allowance assessments.

Skills

Attention to detail

Analytical thinking

Communication skills

Collaborative mindset

Education

Certificate in Financial Services or equivalent

Tools

Intelligent Office

Voyant

Dynamic Planner

Job description

Ready to build a rewarding career in financial services?

Our Client is looking for a proactive and detail-focused Technical Research Analyst to join it's expanding ad well established Independent Financial Adviser (IFA) firm on the outskirts of Birmingham centre.

This is a fantastic opportunity to gain hands-on experience across technical analysis, financial planning, and compliance support-perfect for someone keen to grow into a professional role in the wealth management or advisory space.

Whether you're looking to specialise in technical services, move into financial advice, or explore compliance and regulatory frameworks, this role offers the exposure and support to shape your career.

What You'll Do:

• Be the go-to technical support for advisers, sales support team and compliance function.
• Prepare detailed Capital Gains Tax (CGT) and chargeable event gain calculations.
• Support complex pension income and lifetime allowance assessments.
• Build and maintain cashflow modelling reports (e.g. using Voyant) to support financial planning.
• Gather, verify and analyse client data to support the advice process.
• Liaise with providers and platforms for valuations, quotes, and information.
• Maintain accurate, compliant client records using Intelligent Office.
• Ensure all tasks meet FCA compliance standards and service level agreements.
• Contribute to the continuous improvement of processes, documentation, and client outcomes.

What You'll Bring:

• Experience in a technical or administrative role within an IFA, wealth management, or financial planning environment.
• Strong working knowledge of pensions, ISAs, bonds, and other financial products.
• Understanding of FCA regulatory standards and compliance procedures.
• Familiarity with tools such as Intelligent Office, Voyant, or Dynamic Planner.
• Exceptional attention to detail, analytical thinking, and time management.
• Strong written and verbal communication skills.
• A collaborative mindset and eagerness to learn and grow.

Desirable (But Not Essential):

• Certificate in Financial Services or working towards the CII Diploma in Regulated Financial Planning (or equivalent).
• Experience using cashflow modelling software.

What's On Offer:

• Competitive salary and benefits.
• Structured support for professional development and qualifications.
• A clear career path-whether you aspire to be a Technical Specialist, Financial Adviser or Compliance Specialist.
• A collaborative, ethical, and supportive team culture.
• Exposure to a wide range of client cases and technical scenarios.

This is more than just a technical support role-it's a launchpad into a long-term career in financial services.

If you're ambitious, curious, and committed to high-quality outcomes, our client would love to hear from you.

Apply now to join a forward-thinking IFA firm where your future in financial services can flourish.