Technical Manager

Technical Manager £40,000 – £70,000 (depending on experience)

INSPIRED TO DO MORE – TOP TIER 

We are partnering with a highly successful Financial Planning and Investment Management practice near Bishops Stortford. They are seeking an experienced Technical Manager to join their dynamic team.

Role Overview

You will play a crucial role in supporting the Senior Leadership Team with processes, technical cases, and overall team improvements. This is an exciting time to join due to recent and ongoing growth.

Key Responsibilities

• Attend client meetings with Planners and provide client support.
• Contribute to overall team development and efficiency.
• You’ll deliver a wide range of solutions to protect and grow personal and business wealth.
• Build long-term relationships based on trust, offering comprehensive advice for both private and business wealth

Benefits

• Flexible hours: Standard hours are 9am – 5pm.
• Technology: Cutting edge AI – R&D several years ahead.
• Professional development: Ongoing training and support for exams to CII or CISI Level 4 and beyond.
• Free onsite parking
• 28 days holiday
• Pension: 5% employee & 5% employer contributions.
• Discretionary bonus
• Post-probation benefits: DIS x 8, group PHI scheme, and Private Medical Insurance.
• Career progression: Opportunities for advancement within the company.

Requirements

• Deep understanding of wealth planning and best practices for HNW and UHNW clients.
• Technical and practical knowledge of financial planning, complex investments, inheritance tax, trusts, onshore/offshore, estate planning, custody services, family investment companies, holding companies and corporate solutions (Aware you will not know all aspects)
• Ideally, experience with in-house investment management propositions.
• Qualified to Diploma Level 4 (or close to) with a desire to progress to Level 6 and possibly other qualifications such as STEP, IMC, etc.

How to Apply

Apply today to be considered for this exciting Technical Manager opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client.

Keywords

Technical Evaluation, Report Writing, Technical Support, Financial Planning, Paraplanner, Paraplanning, Adviser Support