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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