Top Tech Jobs & Startup Jobs

Prepare tailored suitability reports, construct cashflow and financial planning models, analyse client requirements, maintain client files and back-office records, produce reviews and investment performance reports, liaise with advisers, administrators and external professional advisers, and support associate paraplanners to deliver high-quality client outcomes.

Draft suitability reports, research client policies, obtain illustrations and documents, support advisers, maintain paraplanning tools and records, mentor colleagues, and ensure compliance with FCA and Group standards.

Provide technical paraplanning support to advisers by producing tailored suitability reports, cashflow and financial planning models (investment, retirement, tax, IHT, long-term care), preparing client letters, updates and reviews, liaising with administrators and professional advisers, and supporting associate paraplanners while maintaining report templates and models.

Provide technical paraplanning support to advisers: analyze client needs, build cashflow and computer models, prepare tailored suitability reports and reviews, liaise with administrators and professional partners, manage client files, and maintain templates and compliance through ongoing CPD.

Support paraplanning team by researching technical issues, preparing and reviewing case files, producing basic suitability report content, liaising with advisers and client support, and ensuring regulatory and process compliance.

This role involves providing financial planning and advice to clients, developing new business, maintaining client relationships, and ensuring compliance with regulations. It requires a level 4 diploma in regulated financial planning and excellent financial planning knowledge.

Prepare research and suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and reference material, liaise with financial planners to gather client data, produce illustrations and documentation, ensure compliance with FCA/Group standards, and proactively improve paraplanning processes.

The Technical Business Analyst will bridge business and technical teams, translating complex requirements into clear documentation for technology solutions in wealth management.

Provide technical and report-writing support to advisers, produce tailored suitability reports, develop cashflow models, construct financial planning solutions (investment, retirement, tax, IHT), manage client files and records, prepare reviews, liaise with administrators and external advisers.

This role involves delivering financial advice and planning services to clients, focusing on business development, compliance, and maintaining client relationships.