Job Description

IFA Technical Analyst

As one of the UK’s largest and longest established independent financial firms, Pannells Financial Planning Ltd have built a reputation based on our integrity, the quality of service we provide and the results we achieve.

The Role

  • IFA Technical Analyst

Reporting to

  • Head of Technical Services


  • UK – open to location with the opportunity for some home working

Purpose of the role

    To provide high-quality technical research support to Advisers and produce research that aligns with the client’s identified aims and objectives.  To support in the production of the written advice issued to the client whilst maintaining our excellent client service scores.


You will:

  • Assist with the creation of financial planning reports by providing the research to meet the needs of our high net worth clients
  • Provide comprehensive analysis of products, providers, platforms and funds to identify ongoing suitability for the client
  • Present the research to the Adviser in a clear and concise manner within service standards
  • Prepare complex calculations and research such as Annual and Lifetime Allowance, Carry Forward, Capital Gains Tax, Bond and Inheritance Tax calculations
  • Support Advisers with preparing high quality, clear, compliant and technically accurate client written advice, often complex in nature
  • Prepare cash flow forecasts across a broad range of financial planning scenarios
  • Realign a client’s risk profile
  • Provide technical assistance and guidance to the technical administration team
  • Liaise with Technical Administrators and, where necessary, providers to identify and obtain information to compile research to support the Advisers recommendations
  • Liaise with and seek additional technical advice from the Risk Management Team where necessary
  • Identify and escalate opportunities to improve efficiencies in working practices
  • Undertake work of a project-based nature as and when required to do so (eg MiFID II disclosure)


You will have:

  • A detailed knowledge of pensions, investments, tax efficient savings and protection related products and services
  • The ability to apply internal and/or regulatory standards as specified in procedural manuals and handbooks
  • The ability to understand detailed fund research and demonstrate an interest to keep abreast of industry regulations and changes
  • A minimum of 5 years’ Financial Services industry experience – in particular in a financial planning, research or technical capacity
  • A proven track record in providing high quality research and report writing support
  • Experience of FE Analytics, Adviser Asset, Cashflow Modelling and XPLAN/IRESS is desirable

Person Specification

You will be:

  • An excellent communicator, both verbal and written, and able to convey complex technical information in an easy to understand way
  • An exceptional researcher with superb analytical skills and able to demonstrate high attention to detail
  • Proactive and positive in your approach to your work and able to work both efficiently and effectively under pressure
  • Excellent at planning and organising your work and able to work to tight timescales
  • Solution focused and able to adapt to changing demands and priorities and to manage your workload
  • Highly skilled in the use of Microsoft Office products, in particular Microsoft Excel


  • CII Level 4 qualification  (or equivalent)

If successful you will benefit from

  • Competitive salary
  • 23 days holiday (3 to be taken at Christmas) plus Bank Holidays and the option to buy up to 1o days per year
  • Defined Contribution pension matched up to 5% plus a National Insurance boost
  • 2 times salary Death in Service scheme
  • Access to a Flexible Benefits platform and voluntary benefits

If you are interested in this vacancy in the first instance please send your CV and any supporting information to Karen Pearce.