Technical Support Analyst


Technical Support Analyst

We are looking for an experienced Paraplanner to join our busy Technical Support Team in Altrincham.

Our Paraplanners, referred to as Technical Support Analysts for client-facing documents, carry out the technical research and analysis needed to produce the detailed client-facing reports that explain to a client what course of action the Adviser recommends and why this is suitable for them. 

Principal Accountabilities:

  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentations to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Director of Risk
  • Provide technical support and back up for the Advisers and the Sales Support function
  • Complete portfolio reviews and rebalancing requests
  • Use knowledge of financial planning to question and challenge proposed solutions
  • Identify problems with workflow processes and suggest improvements
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly
  • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
  • Ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Director of Risk 
  • Manage own workflow position and provide updates to the Director of Risk
     

Essential Requirements:

  • Qualified to or studying towards Diploma level qualification (Level 4) in Financial Planning
  • Excellent understanding of the Financial Planning process
  • Excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
  • Able to work within defined business processes, as part of a team and individually on own initiative
  • Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
  • Excellent interpersonal skills
  • Ability to produce detailed and accurate work consistently to a high standard
  • Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)

Desirable Requirements:

  • Desire to achieve Chartered status (Level 6)

Why Work for LIFT? 

  • Discretionary annual bonus
  • 23 days holiday, plus bank holidays, plus a bonus day off for your birthday
  • Holidays increase with the length of service – 24 days after 3 years, 25 after 5 years
  • Option to buy or sell up to 5 days additional days holiday via salary sacrifice
  • Flexible working hours between 7 am and 6 pm – we all have busy personal lives
  • Permanent Health Insurance
  • 5% employer/3% employee pension contribution – plus 50% employer NI saving too
  • 4 x Death in Service

The ‘Bonus’ Extras…

  • Full CII study support (we’ll support you with all the costs, study leave and exam day leave)
  • Exam pass bonus of £10.00 per CII credit 
  • Quarterly staff recognition and rewards

If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email: recruitment@lift-financial.com

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