Technical Manager (Financial Planning)
Location
Liverpool, Merseyside
Job Type
Full-time
Category
other-general
Posted
June 19, 2026
Technical Manager (Financial Planning)
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time | Hybrid available after probation
Benefits:
10x Death in Service
Private Medical Insurance
25 days holiday + bank holidays (calculated in hours for flexibility)
Birthday off
Cycle to Work scheme
5% pensionWe are currently working with a well-established and growing financial planning firm seeking an experienced Technical Manager to lead and develop their technical function.
This is a key leadership role, responsible for overseeing the delivery of high-quality financial planning support, ensuring compliance, and driving operational efficiency across the technical team.
You will play a pivotal part in supporting Financial Planners and Advisers, allowing them to focus on client relationships while you ensure the technical delivery is accurate, compliant, and...
Location: Liverpool
Salary: Negotiable depending on experience
Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday
Working Pattern: Full-time | Hybrid available after probation
Benefits:
10x Death in Service
Private Medical Insurance
25 days holiday + bank holidays (calculated in hours for flexibility)
Birthday off
Cycle to Work scheme
5% pensionWe are currently working with a well-established and growing financial planning firm seeking an experienced Technical Manager to lead and develop their technical function.
This is a key leadership role, responsible for overseeing the delivery of high-quality financial planning support, ensuring compliance, and driving operational efficiency across the technical team.
You will play a pivotal part in supporting Financial Planners and Advisers, allowing them to focus on client relationships while you ensure the technical delivery is accurate, compliant, and...