Technical Planning Support Manager

3 weeks ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Description

As a Technical Planning Support Manager, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners, assisting with client engagement, conducting data analysis and research, providing technical paraplanning support, and managing the financial planning support team.

You will play a key role in streamlining and implementing new processes to enhance efficiency and productivity, ensuring smooth running and efficiency of the company.

The ideal candidate will have CF30 qualification or be willing to become CF30 qualified, with excellent coaching and motivating skills to lead a team of Financial Advisers and Chartered Financial Planners.

Our client is looking for someone who is passionate about delivering exceptional results and has a strong understanding of the financial services industry.



  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About Recruit UK | Certified B Corp™:We are a specialist recruitment agency in the financial services sector, providing expert advice and guidance to our clients and candidates. Our reach is over 100,000 financial services connections, making us the perfect partner for your next career move or staffing solution.About the Opportunity:We are seeking a...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Role SummaryWe are seeking a highly skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners.The ideal candidate will have a strong background in paraplanning, including experience in managing clients and supporting...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Why Choose This Opportunity?This is a rare chance to join a well-established wealth management firm based in Lichfield and contribute to its continued success.As a Financial Planning Manager, you will have the autonomy to manage a team, develop new processes, and drive business growth.A comprehensive benefits package, including a competitive salary up to...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Wealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OverviewWe are seeking a skilled Financial Planning Manager to join our team in Staffordshire.This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Summary:Recruit UK | Certified B Corp` is seeking a highly skilled Financial Planning Support Director to lead our financial planning support team. As a key member of our team, you will be responsible for providing technical paraplanning support and assisting with client engagement.Key Responsibilities:LEAD A TEAM OF FINANCIAL ADVISERS AND CHARTERED...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...


  • Staffordshire, United Kingdom Rise Technical Recruitment Full time

    Technical Sales Engineer £35,000 + Training + Progression + Benefits Doveridge, Staffordshire (Commutable from: Cheadle, Stoke, Stafford, Derby, Ashbourne, Uttoxeter, Burton-Upon-Trent) Do you have Technical Sales experience from a Manufacturing background, looking to receive enhanced training across a range of Engineering disciplines and clear...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Technical Paraplanning Manager RoleWe are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.The...


  • Staffordshire, United Kingdom SEVERN TRENT Full time

    Did you know the length of Severn Trent’s water main pipes would wrap around the world just over once? Well, now you do. It’s a big network, and a big responsibility. Every day 8 million people from Scunthorpe to Stroud rely on us to bring them clean water at the turn of a tap and take away their waste in one flush. From planning, to digging, to...


  • staffordshire, United Kingdom L&G Recruitment Full time

    Job TitleWe are seeking a skilled Technical Support Specialist to join our team at L&G Recruitment. The ideal candidate will have extensive experience in resolving hardware, software, and network-related issues.Key ResponsibilitiesProvide technical support for desktops, laptops, printers, and other IT equipmentTroubleshoot and resolve technical issues via...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description:Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.About the Job:The job involves providing technical...


  • Staffordshire, United Kingdom Harnham Full time

    **TECHNICAL CRM MANAGER** **STAFFORDSHIRE (50% remote)** **£40,000 - £50,000 + benefits** This is an opportunity for a CRM professional with excellent technical skills to join a leading hospitality company. You will benefit from interesting projects and stakeholder engagement, as well as excellent progression, with opportunities to shape theCRM team's...


  • Staffordshire, United Kingdom Mane Contract Services Full time

    Job Title: Technical Operations ManagerAn excellent opportunity has arisen for a Technical Operations Manager to join our team at Mane Contract Services.As a Technical Operations Manager, you will be responsible for managing external engineering contractors and designs on high voltage substation projects.You will ensure the design is safe, on time and within...


  • Staffordshire, United Kingdom Mane Contract Services Full time

    An exciting opportunity for a Technical Project Manager to work with a leading renewable company. You will be responsible for managing external engineering contractors and designs on a high voltage substation project.As a Technical Project Manager, you will oversee the entire design process, ensuring it is safe, on time, and within budget.The key...


  • East Staffordshire, United Kingdom Professional Technical Ltd Full time

    The company are a global leading manufacturing company situated in Burton Upon Trent.Their head office in the UK is an impressive building, with a full training facility on site.Due to continued expansion, they now have a rare opportunity for a Technical Sales Engineer to join the business.They offer a competitive basic salary circa to £30k with Annual...

  • Project Manager

    4 days ago


    Staffordshire, United Kingdom Russell Taylor Group Ltd Full time

    About the RoleAs an EC&I Project Engineer, you will play a crucial role in delivering technical projects in Staffordshire. The position offers an estimated salary of £60/hour, outside IR35, and is a 3-6 months contract role.Key Accountabilities:Collaborate with Project Manager, Design technical, and Production Manager teamsProvide technical support to the...


  • Staffordshire, United Kingdom Mane Contract Services Full time

    An excellent opportunity for a Technical Project Manager to lead a high voltage substation project with a leading renewable company in Stafford.Key responsibilities include:Managing external engineering contractorsEnsuring the design is safe, on time and within budgetChecking subcontractor deliverablesThe successful candidate will have experience managing...

  • Technical Sales

    1 hour ago


    East Staffordshire, United Kingdom Pws Technical Services (Uk) Ltd Full time

    Technical Sales & Business Development Manager This challenging and exciting opportunity, based from home, requires an individual with a technical background and proven experience in taking the lead to develop and ultimately secure opportunities from the piling, ground stabilisation, subsidence repair, drilling & grouting or geotechnical / ground engineering...

  • Technical Planner

    7 months ago


    Staffordshire, United Kingdom SEVERN TRENT Full time

    Hello, we’re Severn Trent and we think water is wonderful. Oh, we’re pretty keen on people too. 24 hours a day, 365 days a year we serve 4.8 million households and business across the heart of the UK. Each cuppa drank and every toilet flushed is only possible because of the 6,500 brilliant team members working across our patch. We welcome people from...