Are you a technically minded professional with a background in financial planning or wealth management? Do you thrive on solving problems, supporting advisers, and delivering high-quality, compliant client outcomes?
We’re on the lookout for a Technical Support /Paraplanner to join a growing and respected Independent Financial Adviser (IFA) firm in Sutton Coldfield. This is a fantastic opportunity to work closely with advisers, paraplanners, and the compliance team in a role that offers both variety and real impact.
About the Role:
As a key member of the Technical Support / Paraplanning Team, you’ll be responsible for:
* Supporting financial advisers with technical queries and tax calculations (CGT, bond gains, pension income).
* Assisting in cashflow modelling using Voyant.
* Gathering and analysing key client data, valuations, and product information.
* Liaising with platforms and providers to obtain detailed investment info.
* Ensuring workflows are efficient and compliance standards are met.
* Supporting compliance with documentation and FCA regulations.
* Identifying process improvements and contributing to team development.
What You’ll Need:
* Experience in a technical support or administrative role in an IFA or financial planning firm.
* Knowledge of financial products – pensions, ISAs, bonds, protection.
* Familiarity with FCA regulations and financial advice processes.
* Strong analytical and organisational skills.
* Excellent attention to detail and communication skills.
* Proficiency with Intelligent Office, Microsoft Office, and ideally, tools like Voyant or Dynamic Planner.
* Certificate in Financial Services or working towards CII Level 4 Diploma (or equivalent).
* Experience with cashflow modelling tools (e.g., Voyant).
What’s in it for You?
* Competitive salary and benefits package.
* Career progression in a growing firm that values its people.
* Ongoing training and professional development.
* A collaborative and ethical working environment.
Please reach out if you would like to apply
#J-18808-Ljbffr