At a Glance
- Tasks: Lead and develop a technical team in financial planning, ensuring compliance and operational efficiency.
- Company: Established financial planning firm with a supportive and professional culture.
- Benefits: Competitive salary, private medical insurance, 25 days holiday, and a cycle to work scheme.
- Other info: Flexible working pattern available after probation with excellent career growth opportunities.
- Why this job: Step into a senior leadership role and shape technical operations in a dynamic environment.
- Qualifications: Experience in financial planning support and team management skills required.
The predicted salary is between 50000 - 60000 £ per year.
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time Hybrid available after probation
Benefits:
- 10x Death in Service
- Private Medical Insurance
- 25 days holiday + bank holidays (calculated in hours for flexibility)
- Birthday off
- Cycle to Work scheme
- 5% pension
We are currently working with a well-established and growing financial planning firm seeking an experienced Technical Manager to lead and develop their technical function. This is a key leadership role, responsible for overseeing the delivery of high-quality financial planning support, ensuring compliance, and driving operational efficiency across the technical team. You will play a pivotal part in supporting Financial Planners and Advisers, allowing them to focus on client relationships while you ensure the technical delivery is accurate, compliant, and efficient.
Key Responsibilities
- Lead, manage and develop the Technical Team, overseeing daily workflow and task allocation
- Act as the first point of contact for technical queries and team support
- Ensure all technical output meets regulatory and compliance requirements
- Oversee the preparation of:
- Financial analysis and cashflow modelling
- Product research and recommendations
- Financial plans and suitability reports
- Manage technical management information (MI) and provide reports to senior leadership
- Contribute to and improve operational procedures, templates, and processes
- Support Financial Planners and Advisers with client strategies and technical insight
- Liaise with providers and third parties to deliver client outcomes
- Assist with technical projects, client queries, and complaints where required
- Oversee compliance administration and governance activities
Leadership & Team Management
- Manage and mentor Technical Specialists, Assistants, and Compliance staff
- Conduct team briefings and ensure effective communication across the function
- Oversee performance, development, and training within the team
About You
- Strong background within financial planning support / paraplanning
- Proven experience managing or supervising a technical or paraplanning team
- Excellent knowledge of financial products, suitability reporting, and compliance requirements
- Highly organised with strong workflow management skills
- Confident communicator with the ability to support both internal teams and clients
- Ability to manage multiple priorities in a fast-paced environment
- Certification to provide client advice would be beneficial but is not essential.
Why Join?
- Opportunity to step into a senior leadership role
- Work with a highly professional and supportive team
- Play a key role in shaping technical operations and processes
- Competitive salary and benefits package
Interested? - For more information or a confidential discussion, please get in touch.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Technical Manager (Financial Planning) employer: Search
Join a well-established financial planning firm in Liverpool, where you will thrive in a supportive and professional environment that prioritises employee growth and development. With a competitive benefits package including private medical insurance, generous holiday allowance, and a hybrid working model post-probation, this role offers a unique opportunity to lead a dedicated technical team while contributing to the firm's operational excellence. Embrace the chance to shape the future of financial planning support and enjoy a fulfilling career with us.
