Technical Support

Technical Support Analyst

• Location: Sutton Coldfield
• Job Type: Full-time, Permanent, Office-based
• Salary: £30,000 to £35,000 per annum, depending on experience

I am looking for a detail-oriented and proactive Technical Support Analyst to join our dynamic team within an IFA. This role is critical in providing technical support to financial advisers, their outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.

Day-to-day of the role:

• Provide technical support to our financial adviser team.
• Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories.
• Undertake chargeable event gain calculations for investment bonds and liaise with product providers to ensure accurate tax reporting.
• Support pension income calculations, including assessment of lifetime allowance positions, annual allowance usage, and drawdown strategies.
• Assist in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant, to support financial planning discussions and client presentations.
• Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports.
• Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations.
• Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements.
• Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office).
• Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations.
• Contribute to the continuous improvement of operational processes and documentation standards.
• Act as a point of contact for adviser queries regarding technical matters.

Required Skills & Qualifications:

• Previous experience in a technical support or administrative role within an IFA, wealth management, or financial planning firm is essential.
• 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, Dynamic Planner) and Microsoft Office Suite.

Desirable Qualifications:

• Certificate in Financial Services or working towards CII Diploma in Regulated Financial Planning (or equivalent).
• Experience with cashflow modelling tools.

Benefits:

• Full-time, Permanent
• Salary - £30,000 - £35,000
• Opportunity to work within a supportive and growing IFA environment.
• Career progression and professional development support.
• Full benefits TBC

To apply for this Technical Support Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.

Synonyms

Paraplanner, IFA Support, Financial Planning Assistant, Financial Planning Associate, Financial Planning Support Specialist, Wealth Management Assistant, Financial Services Assistant, Client Services Associate, Investment Planning Assistant, Financial Planning Coordinator, Associate Financial Planner