Technical Manager (Financial Planning)

Technical Manager (Financial Planning)Location: LiverpoolSalary: Negotiable depending on experienceHours: 9:00-5:00 Monday to Thursday, 9:00-3:00 FridayWorking Pattern: Full-time Hybrid available after probationBenefits:10x Death in ServicePrivate Medical Insurance25 days holiday + bank holidays (calculated in hours for flexibility)Birthday offCycle to Work scheme5% pensionWe 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 ResponsibilitiesLead, manage and develop the Technical Team, overseeing daily workflow and task allocationAct as the first point of contact for technical queries and team supportEnsure all technical output meets regulatory and compliance requirementsOversee the preparation of:Financial analysis and cashflow modellingProduct research and recommendationsFinancial plans and suitability reportsManage technical management information (MI) and provide reports to senior leadershipContribute to and improve operational procedures, templates, and ..... full job details .....