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Technical Manager

Job description

Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the long term. Due to growth our client is looking for a Technical Manager to join their team.

This role is to manage a first-class technical support service to the adviser team, ensuring that financial planning reports are well-researched and presented. To ensure that high quality financial advice is documented and evidenced on all occasions.

Role Responsibilities

  • Manage the Technical Team and its workload, maximising the contribution of all employees to develop the quality of service provided
  • Conduct ongoing research, analysis and comparisons of the marketplace in order to ensure that the CIP and selected providers remain appropriate and aligned to the needs of our clients and the business
  • Prepare financial planning reports, letters and other written information for clients
  • Produce information as required for meetings for the effective monitoring and control of company operations
  • Communicate effectively and manage oneself to meet the expectations of the role and the workload assigned
  • Regular development opportunities to improve own and team's knowledge and practice and keep up to date with the latest professional thinking
  • Supporting the organisational culture, values, standards and reputation at all times
  • Carry out any other duties and responsibilities as may reasonably be required by the evolving needs of the business

Please apply if you are interested and excited to be a part of this growing firm with great benefits and career progression.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.