Technical Financial Planning Manager

Staverton, UK
13 Jun 2019
18 Jun 2019
Contract Type
Full Time
Financial Planning Technical Manager
Line of report Partner/Director
Job Type Permanent Hours Full time 37.5
Location(s) Staverton, Gloucestershire

This is a really exciting opportunity for an individual to work with some amazing clients in a thriving Top 30 accountancy practice.

The Role

My client are a Financial Planning arm of a large recgonsied Accoutnnacy firm who seek a capable and organised Technical Manager with experience in financial services to provide both clerical and administrative support to ensure the smooth running of the team, whilst ensuring the highest level of client care is met.

You will be working alongside the firm's advisers to provide clients with a professional ongoing financial planning experience. In order to succeed in this role, you will have experience in financial services and office management.

You will ensure that the firm's clients are treated with professionalism and fairness at all times, complying with our Compliance, Training & Competence, Complaints and Data Security policies and procedures. This is an exciting opportunity to develop your career with a rapidly growing company.

The key responsibilities of a Technical Manager include, but are not limited to:

• Managing workflow and staff resources

• Dealing with telephone and email enquiries

• Updating and maintaining the firm's diary system and records / registers, as required

• Liaising with product providers as and when necessary

• Assisting advisers in the creation of client financial reports and letters

• Ensuring quality of staff outputs

• To attend meetings as and when required

• Ensuring that a computerised customer database; managing, organising, updating relevant data using database applications; word processing various documents / electronic information

• Creating financial reports using spreadsheets

• Reviewing and improving our service and procedures

• Assisting staff and guiding them through processes and procedures

• Being a point of contact for technical queries

• Assisting with staff appraisals and personal development

Key Skills and Qualifications

• Has excellent knowledge of the financial services sector and able to acquire detailed knowledge of the FCA's and the firm's record keeping requirements

• Para-planning experience is essential

• Superb written and oral communication skills in English

• A minimum of a Level 4 Diploma qualification

• Organisational and report-writing skills

• Good typing skills and computer literate with knowledge of the following software packages: Word, Excel, Powerpoint, Curo

• Accuracy, a methodical approach and a keen eye for detail. These skills are critical to the role and cannot be stressed enough • Compliance knowledge is essential • Enthusiastic and positive attitude and ability to use own initiative

• A willingness to take on extra responsibility and tasks

• High degree of flexibility - able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline

• Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication - written and oral)

• As part of a small team, a 'team approach' is essential. Appreciation of each team member's role and input is important

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