Head of Technical Consulting

EQ is an award-winning wealth manager with over c70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near London Bridge. We have a team of 10 Technical Consultants who support 15 Financial Planning consultants.

EQ is also Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

This is an opportunity to lead the technical/paraplanning function at EQ investors with a remit to achieve industry leading technical financial planning advice standards on which the firm bases its financial planning advice and staff development programme. The role-holder has accountability and responsibility for the technical advice provided by the firm.

The successful candidate will become a key member of the financial planning executive committee and will report to the Head of Advice at EQ.

• 5+ years' experience within a similar role within a Wealth Manager/financial advisory practice.
• Relevant experience of working within a Financial Planning environment (Consultancy, IFA, Insurance, etc).
• Clear communicator and excellent written English and report writing skills.
• Strong interpersonal skills and previous experience of managing a team.
• Solid numeracy skills and statistical analysis and ability to conduct research.
• Able to handle conflict fairly and with authority.
• Able to prioritise tasks and deadlines and communicate changes.
• Able to work independently.
• Prior experience of project management within a business is desirable.

• Fully understands, creates and implements the financial planning process of the business
• Provide Subject Matter Expertise (SME) in all aspects of the product and advisory offering provided by the business to its clients
• Highly proficient in both MS Word and MS Excel.
• Familiarity with financial planning CRMs.
• Comfortable using FE Analytics, Voyant, Iress Exchange (or equivalents).
• Ability to present and write technical papers on all matters relevant to their area of expertise and responsibilities.
• Excellent product knowledge.
• Excellent written and verbal communication skills.
• Excellent attention to detail.
• Ability to manage a challenging workload with competing demands

• Educated to GCE A-Level standard
• Achieved Chartered Financial Planner and/or Certified Financial Planning Status

• Responsible for line management, mentoring and development of Technical Consultant team. To enhance the Technical Consultant team's technical and regulatory skills, knowledge and experience. The role-holder has the authority to apply improvement standards to the quality of advice provided to Clients by Consultants.
• Co-ordination and management of the resourcing and workflow priorities of the paraplanning services provided within the organisation. Managing team workload and driving operational efficiencies through new technologies and systems.
• Provide strategic input to Senior Management to help guide EQ's direction from a technical and staff mentoring perspective.
• Accountable for developing and implementing the highest standards of advice and through-put by having ownership for the firm’s Technical Consulting output.
• Production of regular data analysis for MI purposes including KPIs and internal team statistics.
• To maintain sound risk management and compliance practices.
• You will have an in-depth understanding of financial planning and the investment arena and keep up to date with all relevant product, legislative or technical changes pertinent to the role.
• Working…