Financial Technical Analyst

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 mattersAbout you:

Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm

A 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) and the Microsoft Office Suite

Strong analytical, organizational, and time management skills

Excellent attention to detail with a commitment to delivering high-quality work

Effective written and verbal communication skills

Ability to work both independently and collaboratively in a fast-paced environmentDesirable:

A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning.

Experience with cashflow modelling toolsWhat we offer:

A competitive salary and benefits package

The opportunity to work within a supportive and growing IFA environment

Career progression and professional development support

A collaborative and ethical company cultureIf this role sounds suitable for you, please click apply so submit your CV and Cover Letter.

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

Ad ID: 5417086750