Technical Manager (Financial Planning)

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% pension We 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 activities Leadership & 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 package Interested? - For more information or a confidential discussion, please get in touch.

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