Financial Advice Technical Team Manager

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment platform in Bristol is seeking an experienced Advisory Technical Manager to lead a team that supports Financial Advisers with detailed analysis. The role requires in-depth financial planning knowledge and experience in managing technical teams. You will ensure high-quality output and maintain effective relationships with suppliers. Offering hybrid working options, the position comes with a competitive compensation package including bonuses and extensive benefits.

Benefits

Discretionary annual bonus

Pension scheme with 11% employer contribution

Health care cash plans

Flexible working options

Gym memberships

Qualifications

• Financial Planning Diploma level qualification required.
• In-depth knowledge of financial planning practices required.
• Experience in leading teams is necessary.

Responsibilities

• Manage the Technical Analysis Team including recruitment and training.
• Produce detailed analysis for Financial Advisers on complex cases.
• Provide expertise on impact of changing legislation.

Skills

Financial planning knowledge

Team leadership

Technical analysis

Communication skills

Relationship building

Education

Financial Planning Diploma

CII Pension Transfer Certificate

Job description

Excited to grow your career?

Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.

About the role

We have an exciting opportunity to join our Advisory Services team at Hargreaves Lansdown (HL). As Advisory Technical Manager, you will lead a team of analysts that support our Financial Advisers in the delivery of their advice to clients, providing in-depth analysis on complex cases, producing quality output that improves Adviser productivity and enhances the client experience. This is a fantastic opportunity for an experienced technician or Paraplanner to make a difference by supporting our Advisers to provide great advice and good outcomes for our clients in this growing segment of HL.

What you'll be doing

• Managing the Technical Analysis Team including performance management, productivity, absence, recruitment, training, and development.
• Overseeing the production of detailed analysis on behalf of Financial Advisers supporting the complex areas of advice such DB transfers, pension consolidation, detailed cashflow planning and investment portfolio analysis.
• Implementing and mapping processes to ensure the team's output is delivered with accuracy and efficiency, taking ownership for sign off of the analysis, quality assurance and recommendations.
• Providing subject matter expertise on cases that require specialist technical knowledge and detailed analysis, interpreting the impact of changing legislation and regulation on the team's activities.
• Ensuring that processes followed, technology and methodologies employed, deliver the right colleague and client experience, and results within tolerance, highlighting any emerging risks.
• Proactively producing management information and reports
• Establishing and maintaining productive working relationships with our software suppliers e.g., Voyant, Morningstar etc.
• Liaising with the Training Manager to highlight common areas of discussion with Advisers, identifying potential areas of training and development.

About you

• Qualification to Financial Planning Diploma level in conjunction with the CII Pension Transfer Certificate, or G60/AF3 equivalent.
• In depth knowledge and experience of financial planning practices and application including up to date technical knowledge specifically on DB transfers.
• Relevant experience of operating within a financial planning practice.
• The ability to interpret and communicate technical information, at a level appropriate for the recipient.
• Up to date knowledge of advice standards and policies.
• An ability to prioritise own workload and that of the team, plan resource and manage time effectively to ensure timely delivery of analysis within service standards.
• Accomplished in building effective relationships at all levels, skilled at influencing, negotiating, and managing challenging conversations with ease.
• Previous experience of leading a team.

Interview process

This will be a two-stage interview process, including an initial conversation followed by a second stage with a formal interview, including a task and competency-based questions.

Working Schedule

Based in Bristol head office, BS1 5HL. This is a permanent, full-time position. For this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office a minimum of 2 days per week.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus & annual pay review
• 25* days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* up to 30 days depending on role level & increasing with length of service

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.