Job Title: Technical Support Analyst

Industry: Financial Planning

Location: Sutton Coldfield

Salary: £30,000 – £35,000 (depending on experience)

Job Reference: 9840

Job Description:

Are you a technically minded individual with experience in IFA support or wealth management, looking to step into a specialist role that sits at the heart of financial advice delivery?

Recruit UK is working with a leading IFA firm based in Sutton Coldfield who are looking for a Technical Support Analyst to join their growing team. In this role, you'll support financial advisers, the compliance team, and outsourced paraplanners with accurate technical analysis, calculations, and process oversight.

This is an excellent opportunity for someone looking to build a long-term career in financial planning operations, especially if you enjoy the technical and compliance side of advice delivery. You’ll play a key part in the smooth running of the advice process, with exposure to everything from cashflow modelling to tax calculations and FCA compliance support.

What’s in it for you:

• £30,000 – £35,000 salary (based on experience)
• Permanent, full-time role in a stable, growing IFA firm
• Career progression and professional development opportunities
• Supportive environment with access to senior financial planning professionals
• Company pension contributions
• 25 days holiday bank holidays
• Friendly, supportive team environment
• Office-based role in Sutton Coldfield with collaborative team culture

Skills and experience required:

• Experience in a technical support, paraplanning, or administrator role within an IFA, wealth management or financial planning firm
• Strong understanding of pensions, ISAs, bonds, CGT, and protection products
• Competence with tools such as Voyant, Intelligent Office, and Dynamic Planner
• Ideally working toward or holding a Certificate in Financial Services or CII Diploma in Regulated Financial Planning

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections—whether you're looking for your next opportunity or searching for the right person to join your team. Recruit UK is proud to be working with a well-established Financial Planning firm in Sutton Coldfield that is looking for a Technical Support Analyst.

Our commitment to you:

• We embrace equality, diversity and inclusion across everything we do
• We start every journey with an in-depth conversation to understand what matters most to you
• We provide honest, constructive feedback on your fit in the jobs market
• We’ll use our extensive financial services network to match you with the right opportunities
• We take a mindful, holistic approach to your career – understanding that success isn’t just about money
• We operate nationally, with a local and personal touch
• And importantly – we’ll never pester you