wealth manager Work, Jobs in harrogate, nyk (with Salaries)

Technical Operations Manager
Benchmark Capital —Harrogate
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
8d
Trainee Investment Manager
Charles Stanley —Leeds
- Overtime
- Bachelor's degree
- No degree
- Organisational skills
2606 - Claims Manager
NHS Resolution —Leeds
- £49,387 - £56,515 a year
- Communication skills
- Annual leave
- Employee assistance programme
8d
Digital Market Activation Manager - Wealth
HSBC Global Services Limited —Leeds
- Full-time
- Management
- Banking
- Negotiation
9d
Programme Manager - Travel, Tourism and Aviation
Leeds City College —Leeds
- £40,410 - £44,144 a year
- Hybrid work
- Education
- Leadership
- Teaching
- Annual leave
2606SCM - Senior Claims Manager
NHS Resolution —Leeds
- £57,528 - £64,750 a year
- Communication skills
- Annual leave
- Employee assistance programme
1d
Private Banker
Barclays —Leeds
- Analysis skills
North Finance Manager/ Finance Business Partner
BDO —Leeds
- Full-time
- Analysis skills
- Project management
- Leadership
- Flexible schedule
Relationship Director - Real Estate
Barclays —Leeds
- Analysis skills
5d
National Site Manager - Covering the Southern Regions - Travelling Nationally
Portakabin —York
- £45,000 - £55,000 a year
- Call to connect
- Annual leave
Quick apply
School Business Manager
Star Academies —Bradford
- £47,181 - £52,413 a year
- Call to connect
- Customer service
- Human resources
- Organisational skills
3d
Operations Manager
BDO —Leeds
- Full-time
- Management
- Project management
- Leadership
- Annual leave
8d
Audit Manager
BDO —Leeds
- Full-time
Legal secretary, private wealth & succession
Schofield Sweeney Solicitors —Bradford
Paraplanner
Redmayne Bentley —Leeds
- £45,000 - £55,000 a year
- Full-time
- Financial services
- Communication skills
3d
Customer Care Coordinator
Henry Boot —Leeds
- £30,000 - £35,000 a year
- Hybrid work
- Customer service
- Communication skills
- Time management
Quick apply
1d
Senior Compliance Policy Officer
Redmayne Bentley —Leeds
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Leadership
- Communication skills
- Work from home
T&C Resource Developer
Redmayne Bentley —Leeds
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Human resources
- Communication skills
- Time management
- Work from home
1d
Wellness Service Operational Manager
Kirklees Council —Dewsbury
- Full-time
11d
Trainee Financial Adviser
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook

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Technical Operations Manager

Benchmark Capital -
Harrogate

Apply Now

Job details

Full-time
8 days ago

Benefits

Financial planning services

Qualifications

CRM software
Financial planning
Microsoft Excel

Full job description

Description

We are hiring a Technical Support Manager to join Oculus Wealth Management (OWM) in Harrogate. This is a central role supporting advisers across the network, combining operational oversight with strong technical knowledge of financial planning, systems and investments.

You will act as a key partner to advisers, helping them resolve issues, improve how they operate, and deliver consistent client outcomes.

What you'll do

Act as the central point of contact for advisers and internal teams across operational, technical and advice-related queries
Take ownership of issues, diagnose root causes and deliver practical solutions quickly
Build trusted relationships with advisers, supporting all aspects of their business
Operate as a triage function, responding to urgent queries and minimising disruption
Provide technical guidance across financial planning systems, CRM platforms and Microsoft tools
Troubleshoot system issues and work with IT teams to resolve them efficiently
Support advisers and paraplanners on case strategy, structure and technical queries
Own and develop management information (MI), including complex Excel-based reporting
Manage and prioritise escalations across teams to drive timely outcomes
Support adviser onboarding, including business model design, platform selection and charging structures

The knowledge, experience and qualifications you need

Essential

Experience within an IFA or independent financial advice environment
Level 4 Diploma qualified
Strong understanding of the end-to-end advice process
Background in paraplanning, technical or advisory support
Strong understanding of investment products and portfolio construction
Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc
Experience with CRM systems such as Intelliflo, Iress or Enable/IQ
Advanced Excel capability, including building and managing reporting tools
Ability to manage multiple priorities in a fast-paced environment

Desirable

Chartered status or working towards
Experience across platforms and adviser business models
Understanding of how advisers structure and scale their businesses
Exposure to investment research and centralised propositions

The base

You will be based at our Harrogate office, working closely with advisers across the OWM network. The role requires regular interaction with stakeholders across the wider business, supporting a national adviser base while remaining part of a collaborative local team.

About Benchmark Capital

Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.

Apply Now

Refine Your Search

wealth manager jobs in harrogate, nyk

Technical Operations Manager

Trainee Investment Manager

2606 - Claims Manager

Digital Market Activation Manager - Wealth

Programme Manager - Travel, Tourism and Aviation

2606SCM - Senior Claims Manager

Private Banker

North Finance Manager/ Finance Business Partner

Relationship Director - Real Estate

National Site Manager - Covering the Southern Regions - Travelling Nationally

School Business Manager

Operations Manager

Audit Manager

Legal secretary, private wealth & succession

Paraplanner

Customer Care Coordinator

Senior Compliance Policy Officer

T&C Resource Developer

Wellness Service Operational Manager

Trainee Financial Adviser

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