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Technical IFA Support/ Trainee Paraplanner
Location: Sutton Coldfield
Salary: £30,000 – £35,000 (DOE)
Full-Time | Permanent | Office-Based with Potential Flexibility
NJR Recruitment are currently working with a highly regarded and expanding financial planning firm based in Sutton Coldfield, who are now seeking a Technical Support Analyst to join their operations and compliance team.
This role is vital in supporting advisers, paraplanners, and the compliance department by delivering technical expertise in tax calculations, pension analysis, and cashflow modelling – ultimately helping ensure a high-quality and compliant client experience.
To be considered for this exciting opportunity you will need to have Industry related experience and has started working towards the Diploma in Regulated Financial Planning,
What’s on Offer:
- Salary: £30,000 – £35,000 depending on experience
- Career development and support with professional qualifications
- Opportunity to work in a supportive, ethical, and growing financial planning business
- A collaborative team culture that values accuracy, integrity, and continuous improvement
Key Responsibilities:
- Provide day-to-day technical support to financial advisers
- Complete CGT calculations, including exemptions and asset history tracking
- Undertake chargeable event gain calculations for investment bonds
- Support pension income analysis, including LTA, annual allowance, and drawdown strategies
- Assist with the production and maintenance of cashflow modelling using Voyant
- Gather and verify client data including fact finds, valuations, and policy details
- Liaise with providers and platforms to obtain illustrations and up-to-date valuations
- Maintain accurate and compliant client records using CRM/back-office systems (e.g. Intelligent Office)
- Monitor workflow to meet internal SLAs and FCA compliance standards
- Act as a technical point of contact for adviser queries
- Support operational process improvements and compliance documentation
What We're Looking For:
- Experience in a technical support or administrative role within an IFA or wealth management firm
- Strong understanding of financial products (pensions, ISAs, bonds, protection)
- Familiarity with FCA regulations and financial planning compliance requirements
- Proficiency with systems such as Intelligent Office, Voyant, and Microsoft Office
- Analytical mindset and excellent attention to detail
- Ability to prioritise, organise, and meet tight deadlines
- Confident communication skills and a proactive, team-oriented attitude
Desirable:
- CII Certificate or working towards the Diploma in Regulated Financial Planning
- Experience with cashflow modelling tools
Apply Now
If you're a technically skilled financial services professional looking to join a firm where your expertise will be valued and your development supported, apply today
NJR15979
