At a Glance
- Tasks: Support advisers with operational, technical, and advice-related queries while managing escalations.
- Company: Join Oculus Wealth Management, a key player in financial planning based in Harrogate.
- Benefits: Enjoy a full-time position with opportunities for professional development and collaboration.
- Other info: Regular interaction with stakeholders across the national adviser base.
- Why this job: Be a central point of contact for advisers, enhancing their operational efficiency and client outcomes.
- Qualifications: Must have Level 4 Diploma and experience in an IFA environment with 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
Qualifications and Experience – 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
The base: 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 Operations Manager in York employer: Job Search Place Limited
Oculus Wealth Management is located in Harrogate, offering a collaborative environment. Employees benefit from professional development opportunities and work closely with a national adviser network to enhance client outcomes.
