Financial Planning Technician

Finance and Risk, Wealth Management
Salary negotiable
Contract Type:


  • Participate in and deliver comprehensive financial research on products and investments on an independent basis using Defaqto and other research tools
  • Design and deliver understandable and concise Financial Planning Report templates for use across the range of products and service provided, both personal and corporate, in order to deliver understandable and suitable financial outcomes to our clients.
  • Prepare and deliver investment reports to clients with analysis of existing investment portfolios and comparison against suitable benchmarks.
  • Take on and deliver with the minimum of supervision tax calculations and other complex calculations including carry forward, lifetime allowance.
  • Request, prepare and interpret complex pension information with a view to completing analysis for pension switching and occupational pension transfers.
  • Knowledge and technical understanding of the financial planning issues surrounding Inheritance Tax Planning, Retirement Planning, Retirement Options and other financial planning concepts.
  • Prepare complex financial planning reports with multiple subjects from a brief provided by Consultants and senior members of the team.
  • The ability to communicate coherently with IFA’s and clients on complex financial planning issues.
  • To be responsible for own continued professional development of financial services products and legislative issues through formal and informal learning.
  • Research and review of new and existing legislation and technical/product information.


  • Close to or already in possession of Diploma in Financial Planning with a commitment to progress
  • Possess an already developed knowledge and interest in the concepts and requirements of personal and corporate financial planning
  • Experience in the support of IFA’s and other advisers and in particular in the preparation and delivery of research and suitability reports
  • Excellent written and numerical skills and an exceptional communication style
  • Aptitude in word and excel, knowledge of Defaqto and and other research systems and experience of using Avelo and/ or Intelliflo CRM systems