Back to search
Job Title: Technical Manager
Industry: Financial Services
Location: Lichfield
Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)
Job reference: 9369
Job Description:
My prestigious client are seeking a Technical Manager to join their team in Lichfield. This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team.
This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. It is a very varied role.
My client are ideally looking for someone who is CF30 qualified or who is looking to be more client facing and is happy to become CF30 qualified.
Key Responsibilities will involve but not be limited to:
- Support team of Financial Advisers and Chartered Financial Planners
- Assist with client engagement
- Conducting data analysis and research
- Technical paraplanning support
- Management of the financial planning support team
- Streamlining and implementing new process to enhance efficiency and productivity
- And much more…
What’s in it for you:
- Salary up to £65,000 (negotiable dependent on skill-set and qualifications)
- Pension scheme
- Flexible working (if required)
- 25 days holiday plus bank holidays
- Fantastic work culture
- DIS
- Ongoing career professional development
- Unique and varied opportunity
Skills and experience required:
- Previous experience as a Paraplanner, ideally for 5+ years’
- Exposure to managing clients of all variety within wealth planning
- Ability to coach and motivate a team
- Ideally you will be Level 6 Chartered but this isn’t a necessity
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Lichfield on a Technical Manager role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
