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Provide administrative support to financial advisers: manage client and plan data in IO, request and validate provider information, prepare client valuation reports and OneNote packs, liaise with providers and advisers, process new business, handle client enquiries, and ensure compliance with internal and FCA procedures.

Provide operational support to financial advisers by preparing client reviews, validating plan and fund data in IO, liaising with providers, producing client reports and packs, managing enquiries, and ensuring compliance with FCA rules and company procedures.

Draft suitability advice reports, research client policies and illustrations, maintain paraplanning tools, and ensure compliance with FCA and internal processes. Support and coach advisers and paraplanners, manage own caseload, update workflows and MI, and identify process improvements to deliver high-quality client outcomes.

Provide technical and report-writing support to advisers: analyse client needs, build cashflow and financial planning models, prepare suitability reports and recommendations, manage client files and back-office records, coordinate applications and liaise with professional partners.

Support paraplanning team by researching technical issues, preparing and producing basic suitability reports, reviewing files for compliance and accuracy, liaising with advisers and client support, and managing case workflow while learning regulatory requirements.

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.

Support paraplanning team by performing technical research, preparing basic suitability report content, liaising with advisers and client support, reviewing files for compliance and accuracy, managing case preparation and workflow, and maintaining knowledge of regulatory requirements and internal processes.

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 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.

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