Financial Technical Analyst

Job Title: Technical Support AnalystLocation: Sutton ColdfieldSalary: 30,000 to 35,000 per annum, depending on experienceJob Type: Full-time, PermanentAbout us:Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the ''go-to'' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey.We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.About the role:We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.Your responsibilities will include:Providing technical support to the financial adviser teamCalculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bondsSupporting pension income calculations, including assessing lifetime allowance (LTA) positions and ..... full job details .....