Technical Manager

Heat Recruitment

Posted 3 days ago, valid for 9 days

Bishop's Stortford, Essex CM22 7DG, England

Full Time

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Sonic Summary

A Financial Planning and Investment Management practice near Bishops Stortford is seeking an experienced Technical Manager with a salary range of £40,000 to £70,000 depending on experience.
The role involves supporting the Senior Leadership Team with processes, technical cases, and team improvements, while attending client meetings and providing support to planners.
Candidates should have a deep understanding of wealth planning for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, along with technical knowledge in various financial planning areas.
The ideal applicant should be qualified to Diploma Level 4 or close to it, with a desire to progress to Level 6 and pursue further qualifications.
The position offers flexible hours, ongoing professional development, and numerous benefits including a pension plan, discretionary bonuses, and opportunities for career advancement.

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

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