Financial Technical Analyst / Trainee Paraplanner

Job Description

Job Title : Technical Support Analyst

Location : Sutton Coldfield

Salary : £30,000 to £35,000 per annum, depending on experience

Job Type : Full-time, Permanent

About us :

Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey.

We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.

About the role :

We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.

Your responsibilities will include :

• Providing technical support to the financial adviser team
• Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds
• Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage
• Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant
• Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations
• Liaising with product providers and platforms to obtain information and quotes
• Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements
• Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office
• Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations
• Contributing to the continuous improvement of operational processes and documentation standards
• Acting as a point of contact for adviser queries regarding technical matters

About you :

Desirable :

What we offer :

If this role sounds suitable for you, please click apply so submit your CV and Cover Letter.

Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.