My prestigious client is 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 the 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 is 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:
* Support a team of Financial Advisers and Chartered Financial Planners
* Assist with client engagement
* Conduct data analysis and research
* Provide technical paraplanning support
* Manage the financial planning support team
* Streamline and implement new processes to enhance efficiency and productivity
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 varieties within wealth planning
* Ability to coach and motivate a team
* Ideally, you will be Level 6 Chartered but this isn’t a necessity
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