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Technical Manager (Financial Planning)
- Aggregated by CV-Library
- Liverpool, Merseyside
- Permanent
- Full Time
- £50,000 - £60,000 Per Annum
Job Description
Technical Manager (Financial Planning)
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time | Hybrid available after probation
Benefits:
10x Death in Service
Private Medical Insurance
25 days holiday + bank holidays (calculated in hours for flexibility)
Birthday off
Cycle to Work scheme
5% 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 allocation
Act as the first point of contact for technical queries and team support
Ensure all technical output meets regulatory and compliance requirements
Oversee the preparation of:
Financial analysis and cashflow modelling
Product research and recommendations
Financial plans and suitability reports
Manage technical management information (MI) and provide reports to senior leadership
Contribute to and improve operational procedures, templates, and processes
Support Financial Planners and Advisers with client strategies and technical insight
Liaise with providers and third parties to deliver client outcomes
Assist with technical projects, client queries, and complaints where required
Oversee compliance administration and governance activitiesLeadership & Team Management
Manage and mentor Technical Specialists, Assistants, and Compliance staff
Conduct team briefings and ensure effective communication across the function
Oversee performance, development, and training within the team About You
Strong background within financial planning support / paraplanning
Proven experience managing or supervising a technical or paraplanning team
Excellent knowledge of financial products, suitability reporting, and compliance requirements
Highly organised with strong workflow management skills
Confident communicator with the ability to support both internal teams and clients
Ability to manage multiple priorities in a fast-paced environment
Certification to provide client advice would be beneficial but is not essential.Why Join?
Opportunity to step into a senior leadership role
Work with a highly professional and supportive team
Play a key role in shaping technical operations and processes
Competitive salary and benefits packageInterested? - For more information or a confidential discussion, please get in touch.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time | Hybrid available after probation
Benefits:
10x Death in Service
Private Medical Insurance
25 days holiday + bank holidays (calculated in hours for flexibility)
Birthday off
Cycle to Work scheme
5% 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 allocation
Act as the first point of contact for technical queries and team support
Ensure all technical output meets regulatory and compliance requirements
Oversee the preparation of:
Financial analysis and cashflow modelling
Product research and recommendations
Financial plans and suitability reports
Manage technical management information (MI) and provide reports to senior leadership
Contribute to and improve operational procedures, templates, and processes
Support Financial Planners and Advisers with client strategies and technical insight
Liaise with providers and third parties to deliver client outcomes
Assist with technical projects, client queries, and complaints where required
Oversee compliance administration and governance activitiesLeadership & Team Management
Manage and mentor Technical Specialists, Assistants, and Compliance staff
Conduct team briefings and ensure effective communication across the function
Oversee performance, development, and training within the team About You
Strong background within financial planning support / paraplanning
Proven experience managing or supervising a technical or paraplanning team
Excellent knowledge of financial products, suitability reporting, and compliance requirements
Highly organised with strong workflow management skills
Confident communicator with the ability to support both internal teams and clients
Ability to manage multiple priorities in a fast-paced environment
Certification to provide client advice would be beneficial but is not essential.Why Join?
Opportunity to step into a senior leadership role
Work with a highly professional and supportive team
Play a key role in shaping technical operations and processes
Competitive salary and benefits packageInterested? - For more information or a confidential discussion, please get in touch.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age