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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.

Support financial planners by performing technical research, drafting suitability reports, ensuring compliance with FCA rules, managing a personal caseload across pensions, investments, protection, retirement and estate planning, liaising with advisers and administrators, maintaining high data quality, and coaching or mentoring other paraplanners.

Provide end-to-end pre- and post-sales administration for financial planners, act as client primary contact, prepare new business applications and policy documentation, liaise with providers and platforms, maintain client records and workflows, support diary management and onboarding, and ensure FCA compliance.

Own and optimise the Group's finance systems (NetSuite, Embat, Pleo), support acquisition onboarding and consolidation, maintain integrations and data integrity, drive automation and reporting improvements, govern UAT and change releases, train users, and partner with Finance, IT and external suppliers to improve finance processes and reduce manual month-end effort.

Manage an inherited client bank (~£60M AUM) delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain long-term client relationships, run review cycles, identify growth opportunities, collaborate with internal teams, and ensure FCA-compliant suitability reports and adviser competence.

Provide administrative support to financial advisers: update client and plan data in IO, gather provider information, validate funds and valuations, prepare reports and OneNote packs, handle client communications, new business processing, and liaise with providers while ensuring compliance and service standards.

Assist in delivering financial planning advice to clients, maintaining client relationships, and supporting the transition to full Financial Planner status. Responsibilities include client reviews, compliance, and collaboration with teams to achieve financial goals.