Technical Advisory Team Lead – Financial Planning

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

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.