At a Glance
- Tasks: Support advisers with operational and technical queries in a dynamic financial services environment.
- Company: Join Oculus Wealth Management, a collaborative team in Harrogate.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Be part of an equal opportunities employer that values diversity and inclusion.
- Why this job: Make a real impact by helping advisers succeed in their financial planning.
- Qualifications: Experience in financial advice, Level 4 Diploma, and strong Excel skills required.
The predicted salary is between 49500 - 60500 £ per year.
Job Overview We are hiring a Technical Support Manager to join Oculus Wealth Management (OWM) in Harrogate.
This is a central role supporting advisers across the network, combining operational oversight with strong technical knowledge of financial planning, systems and investments.
- Department: Oculus
- Wealth
Responsibilities
- Act as the central point of contact for advisers and internal teams across operational, technical and advice-related queries.
- Take ownership of issues, diagnose root causes and deliver practical solutions quickly.
- Build trusted relationships with advisers, supporting all aspects of their business.
- Operate as a triage function, responding to urgent queries and minimising disruption.
- Provide technical guidance across financial planning systems, CRM platforms and Microsoft tools.
- Troubleshoot system issues and work with IT teams to resolve them efficiently.
- Support advisers and paraplanners on case strategy, structure and technical queries.
- Own and develop management information (MI), including complex Excel-based reporting.
- Manage and prioritise escalations across teams to drive timely outcomes.
- Support adviser onboarding, including business model design, platform selection and charging structures.
Qualifications Essential
- Experience within an IFA or independent financial advice environment.
- Level 4 Diploma qualified.
- Strong understanding of the end-to-end advice process.
- Background in paraplanning, technical or advisory support.
- Strong understanding of investment products and portfolio construction.
- Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc.
- Experience with CRM systems such as Intelliflo, Iress or Enable/IQ.
- Advanced Excel capability, including building and managing reporting tools.
- Ability to manage multiple priorities in a fast-paced environment.
Desirable
- Chartered status or working towards.
- Experience across platforms and adviser business models.
- Understanding of how advisers structure and scale their businesses.
- Exposure to investment research and centralised propositions.
- Role Details
You will be based at our Harrogate office, working closely with advisers across the OWM network.
The role requires regular interaction with stakeholders across the wider business, supporting a national adviser base while remaining part of a collaborative local team.
We're proud to be an equal opportunities employer.
You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background.
We're building a workplace where everyone feels respected, valued, and empowered to thrive.
- Experience within an IFA or independent financial advice environment.
- Level 4 Diploma qualified.
- Strong understanding of the end-to-end advice process.
- Background in paraplanning, technical or advisory support.
- Strong understanding of investment products and portfolio construction.
- Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc.
- Experience with CRM systems such as Intelliflo, Iress or Enable/IQ.
- Advanced Excel capability, including building and managing reporting tools.
- Ability to manage multiple priorities in a fast-paced environment.
- #J-18808-Ljbffr
Operations Manager - Financial Services in Harrogate employer: Benchmark Capital Limited
As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.
