Technical Support / Financial Planning Administrator

Service Service Employment Agency Limited; Ipswich; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading company in Financial Services seeks a Trainee role based in Ipswich, providing technical support and assisting client onboarding over the next 12-18 months. The successful candidate will engage in hands-on tasks, develop key professional skills, and be supported in their journey towards a technical or advisory position.

Benefits

23 days annual leave plus bank holidays

Discretionary additional Christmas leave

Cycle to Work Scheme

Learning and Development opportunities

Smart Health 24/7 online GP support

Workplace Contributory Pension Scheme

Private Medical Insurance

Flexible working options

Paid professional subscriptions

Qualifications

• Willingness to pursue full qualification in Regulated Financial Planning.
• Experience in Financial Services providing administrative and technical support.
• Self-motivated, adaptable, and accountable.

Responsibilities

• Assist with fund research and financial planning.
• Develop proficiency in cashflow modelling systems.
• Support Client Services and prepare financial plans.

Skills

Written communication

Verbal communication

Organisational skills

Analytical skills

Problem-solving

Attention to detail

Education

GCSE English and Maths

R0 unit towards CII Diploma

Tools

Microsoft Office Suite

Intelligent Office

Microsoft Teams

Job description

My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients. This role will be based in their attractive office in central Ipswich.

The purpose of this role is to build excellent working relationships with Wealth Managers, Paraplanning, and Client Services, whilst ensuring the service our clients and colleagues receive is exemplary. It also offers opportunities for personal development and knowledge growth.

The initial phase involves participating in a project to onboard new clients over 12 to 18 months, meeting business and compliance needs. The Trainee role is a structured development pathway towards a Technical Support position, supporting Client Services and Paraplanning with technical assistance within a central team. This role offers development pathways, with support provided, to progress into Paraplanning and advisory roles in the future.

Key Responsibilities

• Assist with fund research and analysis at both client and company levels, ensuring accurate recording and follow-up.
• Gather technical product research and develop solutions.
• Carry out financial planning and tax calculations.
• Develop proficiency in cashflow modelling systems and techniques.
• Assist in preparing initial financial plans and solutions to meet client goals.
• Support the maintenance and development of compliant client recommendation reports and letters.
• Consult with Wealth Managers on investment, pension, and tax planning, providing suggestions and confirming proposed actions to clients.
• Manage time effectively and handle caseload efficiently.
• Support the preparation of compliant suitability reports.
• Observe meetings and document notes accurately.
• Provide technical administrative support, including setting up policies and trusts, preparing documentation for income/withdrawals, premiums, and funds, and processing client changes.
• Update client information accurately and ensure administrative tasks are diarised and actioned in Intelliflo Office (iO).
• Maintain strong relationships with providers and escalate issues when necessary.
• Assist Wealth Managers with the annual review process.

Skills & Experience Required

• Excellent written and verbal communication skills, adaptable to target audiences.
• Self-motivated, accountable, and a strong team player.
• Ability to work independently and proactively contribute within a team.
• Strong organisational skills, flexibility, and ability to prioritise tasks effectively.
• Attention to detail and analytical skills.
• Problem-solving abilities using various techniques.
• Ability to analyse and comment on tax planning scenarios.
• Proficiency in Microsoft Office Suite; experience with Microsoft Teams and Intelligent Office is advantageous.
• Previous experience in Financial Services providing administrative and technical support.

Qualifications

• GCSE English and Maths (or equivalent).
• Minimum of 1 R0 unit towards the CII Diploma in Regulated Financial Planning, preferably 2, and willingness to work towards full qualification.

Benefits

• 37.5-hour workweek, Monday to Friday.
• Minimum 23 days annual leave plus bank holidays, increasing with service.
• Discretionary additional Christmas leave.
• Cycle to Work Scheme.
• Group Life Cover.
• Learning and Development opportunities, including study day allowances.
• Smart Health (24/7 online GP and wellbeing support).
• Workplace Contributory Pension Scheme.
• Free eyesight tests.
• Private Medical Insurance (contributory).
• Health Cash Plan (non-contributory).
• Sick Pay.
• Paid flu jabs.
• Volunteer/Charity Workday allowance.
• Paid professional subscriptions.
• Flexible working options.
• Eligibility for discretionary annual bonus.