About Us - Careers - Financial Planning Manager

Summary:

Distribution Technology is the UK’s leading provider of front office financial planning and sales technology. Over 29,000 financial advisers use our applications via leading banks, IFA and multi-tie firms, platforms, life & pension providers, networks and service providers to improve the productivity, compliance and quality of their financial planning, sales and client servicing.

The role:

The company has been recognised in the Sunday Times Tech Track 100 in 2007, 2008 and 2009 and was ranked number 1 in the Deloitte Fast 50 and number 3 in the Deloitte Fast 500 for Europe in 2009. Our clients have also included the FSA, the ABI and BBA.

In support of our future growth strategy we have an opportunity for an experienced and skilled Financial Planning Manager. This role offers a financial planning expert a unique opportunity to help leading organisations and their advisers transform their businesses and address the challenges posed by the RDR through our software and services.

The Financial Planning Manager will work as part of the Product Development team in support of the design and development of our software applications and associated value propositions. They will bring their subject matter expertise including financial planning theory and practice, with a particular focus on pension planning, taxation, regulation and compliance to both the software design process and client consulting. They will assist throughout the client lifecycle during sales, deployment and post-sale training activities.

The ideal candidate will have:

The ideal candidate will be a Chartered Financial Planner and will have 10 or more years technical experience within leading financial services firms.

The opportunity will suit an individual with an appetite for applying their skills and experience to helping the industry succeed in the digital age and who is looking to make a difference to the firm in which they work.

Our offer:

Salary and benefits in line with experience.

Distribution Technology has a wealth of prospects to offer talented and ambitious candidates who thrive in an entrepreneurial environment.

Other details:

Please send your CV to . Applications via agencies will not be considered.

Thank you for approaching us and good luck with your search for employment.

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