At a Glance
- Tasks: Support advisers, resolve issues, and enhance operations in financial planning.
- Company: Job Search Place Limited is hiring for Oculus Wealth Management in Harrogate.
- Benefits: Regular interactions with advisers and stakeholders to improve client outcomes.
- Other info: Excellent technical knowledge and relationship-building skills are essential.
- Why this job: Join a key position that enhances financial advisory operations.
- Qualifications: Must have Level 4 Diploma and experience in the IFA sector.
The predicted salary is between 40000 - 50000 £ per year.
Job Search Place Limited is seeking a Technical Support Manager for Oculus Wealth Management in Harrogate. This key position involves supporting advisers, resolving issues, and improving overall operations in financial planning.
The ideal candidate will possess Level 4 Diploma qualification and comprehensive experience in the IFA sector. Excellent technical knowledge and ability to build relationships with advisers are essential for success in this role.
The opportunity includes regular interactions with advisers and stakeholders, emphasizing collaboration and client outcomes.
Technical Operations Lead - Financial Advisory Support in York employer: Job Search Place Limited
Oculus Wealth Management, located in Harrogate, offers a collaborative environment focused on client outcomes. The team values strong relationships with advisers and stakeholders, ensuring effective support and operational improvements.
