At a Glance
- Tasks: Support advisers with technical queries and improve their operational efficiency.
- Company: Join Oculus Wealth Management, a dynamic team in Harrogate.
- Benefits: Full-time role with opportunities for professional growth and collaboration.
- Other info: Collaborative environment with a focus on innovation and support.
- Why this job: Make a real difference by helping advisers deliver exceptional client outcomes.
- Qualifications: Experience in financial advice, Level 4 Diploma, and strong Excel skills.
The predicted salary is between 40000 - 50000 £ per year.
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. You will act as a key partner to advisers, helping them resolve issues, improve how they operate, and deliver consistent client outcomes.
What you'll do:
- 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.
The knowledge, experience and qualifications you need:
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.
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.
Technical Support Manager in Harrogate employer: Benchmark Capital Limited
Oculus Wealth Management is an exceptional employer, offering a dynamic work environment in Harrogate where collaboration and innovation thrive. As a Technical Support Manager, you will benefit from a supportive culture that prioritises employee growth, providing opportunities for professional development and the chance to make a meaningful impact on advisers' success. With a focus on operational excellence and strong technical guidance, you'll be part of a team that values your expertise and fosters lasting relationships within the financial planning community.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Support Manager in Harrogate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to advisers on LinkedIn. Building relationships can open doors that you didn’t even know existed.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers or advisers, make sure to highlight your technical knowledge and problem-solving abilities. Share specific examples of how you've tackled challenges in the past – it’ll make you stand out as a candidate who can deliver real value.
✨Tip Number 3
Be proactive! If you see a job opening that excites you, don’t just wait for the application process to start. Reach out directly to the hiring manager or team members to express your interest and ask insightful questions about the role. This shows initiative and can set you apart from other candidates.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through our platform can give you an edge, as we’re always on the lookout for passionate individuals ready to make a difference in the financial advice sector.
We think you need these skills to ace Technical Support Manager in Harrogate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Technical Support Manager. Highlight your experience in financial advice environments and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've supported advisers or resolved technical issues in the past. We love a good story that showcases your skills!
Show Off Your Technical Skills:Since this role involves a lot of technical know-how, make sure to mention your experience with financial planning tools and CRM systems. If you've got advanced Excel skills, flaunt them! We need someone who can hit the ground running.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, systems, and investments. Familiarise yourself with the tools mentioned in the job description, like Voyant and Intelliflo, so you can confidently discuss how you've used them in past roles.
✨Showcase Problem-Solving Skills
Prepare examples of how you've diagnosed issues and delivered practical solutions in previous positions. Think about specific scenarios where you took ownership of a problem and how you resolved it, as this will demonstrate your ability to handle the responsibilities of the role.
✨Build Rapport
Since the role involves building trusted relationships with advisers, practice how you'll connect with interviewers. Be personable and show genuine interest in their work. This will help you stand out as someone who can easily engage with advisers and internal teams.
✨Excel at Excel
Given the emphasis on advanced Excel capabilities, be ready to discuss your experience with complex reporting tools. If possible, bring examples of reports you've created or managed, and be prepared to explain your thought process behind them.
