Technical Support Analyst - Junior Paraplanner
* 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:
1. Provide technical support to our financial adviser team.
2. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories.
3. Undertake chargeable event gain calculations for investment bonds and liaise with product providers to ensure accurate tax reporting.
4. Support pension income calculations, including assessment of lifetime allowance positions, annual allowance usage, and drawdown strategies.
5. Assist in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant, to support financial planning discussions and client presentations.
6. Assist in gathering, verifying, and analysing client data including fac...