4 jobs found

Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.

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 : 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 environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What 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 culture 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.

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties/Responsibilities The Pensions Systems Analyst is responsible for software configuration to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension's requirements from an outline of user requirements, or from a more detailed feasibility study. Agree the scope of work when undertaking a pension's analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Develop and maintain Pension Scheme calculations across a range of products. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Define, configure, test, implement and maintain specific pension's elements across the whole suite of the Company's software. Continuously develop a professional, technical and commercially aware approach. Requirements Definition Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client's pensions schemes by taking a view of their impact on the company's software as installed for the client. Liaise with clients to define pension calculation related processes using company utilities and techniques. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Skills, Knowledge & Experience Skills & Knowledge Administration of DB and / or DC Pensions Schemes. Good working Knowledge of UK Pensions Legislation and/or Actuarial (part) qualified. Ability to perform scheme calculations manually (supported by appropriate tools). Technical/Software development aptitude & ability. Capability to understand Pencalc, Workbench applications and supporting Data Model / Migration Tools. Knowledge of SQL / Oracle preferred. Qualifications & Experience Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification). UML Certification via ITSQB/ISEB or OMG desirable but not essential. Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks