Technical IFA Support/ Trainee Paraplanner

NJR Recruitment; Sutton Coldfield; On-site; GBP 30,000 - 35,000; Full time

Job summary

A growing financial planning firm based in Sutton Coldfield seeks a Technical IFA Support/Trainee Paraplanner to join their team. This role requires providing technical support and ensuring compliance with industry standards. The ideal candidate will have experience in technical support roles, a strong understanding of financial products, and be working towards relevant qualifications. Competitive salary offered with career development support.

Benefits

Career development support

Collaborative team culture

Ethical work environment

Qualifications

• Industry-related experience in an IFA or wealth management firm.
• Understanding of FCA regulations and compliance requirements.
• Experience with cashflow modelling tools is desirable.

Responsibilities

• Provide day-to-day technical support to financial advisers.
• Complete CGT calculations and chargeable event gain calculations.
• Support pension income analysis and cashflow modelling.

Skills

Technical support experience

Strong understanding of financial products

Proficiency with systems like Intelligent Office

Analytical mindset

Confident communication skills

Education

CII Certificate

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Voyant

Microsoft Office

Job description

Technical IFA Support/ Trainee Paraplanner

Location: Sutton Coldfield

Salary: GBP30,000 - GBP35,000 (DOE)

Full-Time Permanent Office-Based with Potential Flexibility

NJR Recruitment are currently working with a highly regarded and expanding financial planning firm based in Sutton Coldfield, who are now seeking a Technical Support Analyst to join their operations and compliance team.

This role is vital in supporting advisers, paraplanners, and the compliance department by delivering technical expertise in tax calculations, pension analysis, and cashflow modelling - ultimately helping ensure a high-quality and compliant client experience.

To be considered for this exciting opportunity you will need to have Industry related experience and has started working towards the Diploma in Regulated Financial Planning,

What's on Offer:

• Salary: GBP30,000 - GBP35,000 depending on experience
• Career development and support with professional qualifications
• Opportunity to work in a supportive, ethical, and growing financial planning business
• A collaborative team culture that values accuracy, integrity, and continuous improvement

Key Responsibilities:

• Provide day-to-day technical support to financial advisers
• Complete CGT calculations, including exemptions and asset history tracking
• Undertake chargeable event gain calculations for investment bonds
• Support pension income analysis, including LTA, annual allowance, and drawdown strategies
• Assist with the production and maintenance of cashflow modelling using Voyant
• Gather and verify client data including fact finds, valuations, and policy details
• Liaise with providers and platforms to obtain illustrations and up-to-date valuations
• Maintain accurate and compliant client records using CRM/back-office systems (e.g. Intelligent Office)
• Monitor workflow to meet internal SLAs and FCA compliance standards
• Act as a technical point of contact for adviser queries
• Support operational process improvements and compliance documentation

What We're Looking For:

• Experience in a technical support or administrative role within an IFA or wealth management firm
• Strong understanding of financial products (pensions, ISAs, bonds, protection)
• Familiarity with FCA regulations and financial planning compliance requirements
• Proficiency with systems such as Intelligent Office, Voyant, and Microsoft Office
• Analytical mindset and excellent attention to detail
• Ability to prioritise, organise, and meet tight deadlines
• Confident communication skills and a proactive, team-oriented attitude

Desirable:

• CII Certificate or working towards the Diploma in Regulated Financial Planning
• Experience with cashflow modelling tools

Apply Now

If you're a technically skilled financial services professional looking to join a firm where your expertise will be valued and your development supported, apply today

NJR15979