At a Glance
- Tasks: Support advisers with technical queries and operational oversight in financial planning.
- Company: Join Oculus Wealth Management, a collaborative and inclusive workplace in Harrogate.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and collaboration across the network.
- Why this job: Make a real impact by helping advisers succeed in their financial planning journey.
- Qualifications: Experience in financial advice, Level 4 Diploma, and strong Excel skills required.
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.
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.
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.
Technical Operations Manager in Harrogate employer: Benchmark Capital
Oculus Wealth Management (OWM) is an exceptional employer located in the vibrant town of Harrogate, offering a dynamic work culture that prioritises collaboration and employee growth. With a strong commitment to diversity and inclusion, OWM fosters an environment where every team member is respected and empowered, providing ample opportunities for professional development and advancement within the financial planning sector. Join us to be part of a supportive team that values your contributions and encourages innovative solutions in a fast-paced industry.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Operations Manager in Harrogate
✨Tap into Campus Networks
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We think you need these skills to ace Technical Operations Manager in Harrogate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Benchmark Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Benchmark Capital.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Benchmark Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
