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Technical Analyst

Job LocationBirmingham
EducationNot Mentioned
Salary30,000 - 35,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My client are a national firm of Financial Planners with an established reputation for providing end to end Financial Advice to HNW individuals and business entities. They are currently seeking to add a Research Analystto their experienced and friendlyteam to help support the ongoing demand of supporting their longstanding clients. The idea of the role is to ensure the provision of the highest quality administration support to the sales function and the Companys clients. This role involves being partof a close working relationship with the Head of Technical Services and working closely with Advisers, ensuring client objectives are met.The right person will be rewarded with corporate company benefits such as flexible holiday allowance, group life, group pension, financial support for further study towards Chartered status and more. Responsibilities You will:

  • Assist with the creation of financial planning reports by providing the research to meet the needs of our high net worth clients
  • Provide comprehensive analysis of products, providers, platforms, and funds to identify ongoing suitability for the client
  • Present the research to the Adviser in a clear and concise manner within service standards
  • Prepare complex calculations and research such as Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax and Bond & IHT calculations
  • Support Advisers with preparing high quality, clear, compliant, and technically accurate client written advice, often complex in nature
  • Prepare cashflow forecasts across a broad range of financial planning scenarios
  • Realign a clients risk profile
  • Provide technical assistance and guidance to the technical administration team
  • Liaise with Technical Administrators and, where necessary, providers to identify and obtain information to compile research to support the Advisers recommendations
Experience You will have:
  • A detailed knowledge of pensions, investments, tax efficient savings and protection related products and services
  • Level 4 Diploma qualified is essential
  • A minimum of 5-years Financial Services industry experiencein particular in a financial planning, research or technical capacity
  • A proven track record in providing high quality research and report writing support
  • Experience of FE Analytics, Adviser Asset, Cashflow modelling & XPLAN/ IRESS is desirable

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