Technical Manager IFA

Anonymous 60000.00 British Pound . GBP Per annum

2018-11-01 01:14:12

Job location Farnborough, Hampshire, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

Technical Manager IFA

Do you possess a strong technical knowledge of financial advice and regularly seen as the go-to individual for queries? If so, this role could be ideal for you!

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners' due to their expertise including 'Best Retirement Planner' and ranked within 'Top 25 IFA Companies'.

Roles and responsibilities

They are looking to recruit an individual to join their team in an exciting and influential role as Technical Manager. In this role, you will act as a first point of call for technical queries that arise from their Financial Advisers, Paraplanners or Compliance team. As this is a niche role, they will tailor the duties to you. Likely duties for the Technical Manager will be:

* Providing first line response to technical queries

* Build and maintain a library of technical questions and answers, with a clear audit trail

* Provide technical support to projects across the business

* Support marketing with ensuring the accuracy of their publications

* Provide training to their Financial Advisers on technical updates

* Creation and maintenance of various calculators i.e. cash flow modellers

* Support the Head of Technical and Development with changes to their proposition and sales processes

Requirements to be considered

In order to be considered, you should have a broad knowledge across all areas of financial advice, compliance and regulation (ideally with particular knowledge within pensions). Plus, you should have your Level 4 Diploma. Our client is happy to consider a wide range of candidate work backgrounds for this role, subject to having strong knowledge and industry qualifications.


* Salary range of circa £40,000 - £60,000 (to be negotiated based on experience)

* Plus, company benefits

* Opportunity to have an influential and exciting role as Technical Manager

* Ability to grow into this role and get stuck into interesting tasks / projects

* Working as part of a highly respected name within Financial Services

* Working from professional offices with fresh fruit available for their staff



Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert

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