Technical Manager (Financial Planning)

Description

Technical Manager (Financial Planning)

Location: LiverpoolSalary: Negotiable depending on experienceHours: 9:00-5:00 Monday to Thursday, 9:00-3:00 FridayWorking Pattern: Full-time Hybrid available after probationBenefits:10x Death in ServicePrivate Medical Insurance25 days holiday + bank holidays (calculated in hours for flexibility)Birthday offCycle to Work scheme5% pensionWe are currently working with a well-established and growing financial planning firm seeking an experienced Technical Manager to lead and develop their technical function.

This is a key leadership role, responsible for overseeing the delivery of high-quality financial planning support, ensuring compliance, and driving operational efficiency across the technical team.

You will play a pivotal part in supporting Financial Planners and Advisers, allowing them to focus on client relationships while you ensure the technical delivery is accurate, compliant, and efficient.

Key Responsibilities

Lead, manage and develop the Technical Team, overseeing daily workflow and task allocationAct as the first point of contact for technical queries and team supportEnsure all technical output meets regulatory and compliance requirementsOversee the preparation of:Financial analysis and cashflow modellingProduct research and recommendationsFinancial plans and suitability reportsManage technical management information (MI) and provide reports to senior leadershipContribute to and improve operational procedures, templates, and processesSupport Financial Planners and Advisers with client strategies and technical insightLiaise with providers and third parties to deliver client outcomesAssist with technical projects, client queries, and complaints where requiredOversee compliance administration and governance activitiesLeadership & Team Management

Manage and mentor Technical Specialists, Assistants, and Compliance staffConduct team briefings and ensure effective communication across the functionOversee performance, development, and training within the team About You

Strong background within financial planning support / paraplanningProven experience managing or supervising a technical or paraplanning teamExcellent knowledge of financial products, suitability reporting, and compliance requirementsHighly organised with strong workflow management skillsConfident communicator with the ability to support both internal teams and clientsAbility to manage multiple priorities in a fast-paced environmentCertification to provide client advice would be beneficial but is not essential.Why Join?

Opportunity to step into a senior leadership roleWork with a highly professional and supportive teamPlay a key role in shaping technical operations and processesCompetitive salary and benefits packageInterested? - For more information or a confidential discussion, please get in touch.

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Ad ID: 5418702774