Technical Manager (Financial Planning

Technical Manager (Financial Planning)

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.

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