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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Head of Technical Consulting - **Company:** gb EQ Investors Ltd - **Location:** London, UK (Remote available) - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Artificial Intelligence, Data Analysis - **Published:** August 15, 2026 - **Apply:** https://www.totaljobs.com/job/head-of-consulting/eq-investors-ltd-job107851607 ## About the Role * 5+ years' experience within a similar role within a Wealth Manager/financial advisory practice. * Relevant experience of working within a Financial Planning environment (Consultancy, IFA, Insurance, etc). * Clear communicator and excellent written English and report writing skills. * Strong interpersonal skills and previous experience of managing a team. * Solid numeracy skills and statistical analysis and ability to conduct research. * Able to handle conflict fairly and with authority. * Able to prioritise tasks and deadlines and communicate changes. * Able to work independently. * Prior experience of project management within a business is desirable. * Fully understands, creates and implements the financial planning process of the business * Provide Subject Matter Expertise (SME) in all aspects of the product and advisory offering provided by the business to its clients * Highly proficient in both MS Word and MS Excel. * Familiarity with financial planning CRMs. * Comfortable using FE Analytics, Voyant, Iress Exchange (or equivalents). * Ability to present and write technical papers on all matters relevant to their area of expertise and responsibilities. * Excellent product knowledge. * Excellent written and verbal communication skills. * Excellent attention to detail. * Ability to manage a challenging workload with competing demands, * Educated to GCE A-Level standard * Achieved Chartered Financial Planner and/or Certified Financial Planning Status ## Description This is an opportunity to lead the technical/paraplanning function at EQ investors with a remit to achieve industry leading technical financial planning advice standards on which the firm bases its financial planning advice and staff development programme. The role-holder has accountability and responsibility for the technical advice provided by the firm. The successful candidate will become a key member of the financial planning executive committee and will report to the Head of Advice at EQ., * Responsible for line management, mentoring and development of Technical Consultant team. To enhance the Technical Consultant team's technical and regulatory skills, knowledge and experience. The role-holder has the authority to apply improvement standards to the quality of advice provided to Clients by Consultants. * Co-ordination and management of the resourcing and workflow priorities of the paraplanning services provided within the organisation. Managing team workload and driving operational efficiencies through new technologies and systems. * Provide strategic input to Senior Management to help guide EQ's direction from a technical and staff mentoring perspective. * Accountable for developing and implementing the highest standards of advice and through-put by having ownership for the firm's Technical Consulting output. * Production of regular data analysis for MI purposes including KPIs and internal team statistics. * To maintain sound risk management and compliance practices. * You will have an in-depth understanding of financial planning and the investment arena and keep up to date with all relevant product, legislative or technical changes pertinent to the role. * Working with the Technical Consulting team to enhance reporting templates to reflect legislation and regulatory changes. Working with AI partner to improve automation and efficiency of suitability reports. * Preparing complex suitability reports and supporting the Technical Consultants with suitability report production during peak business periods. * Responsible for updating Consultants and Technical Consulting team on important technical changes and delivering and supporting a programme of technical training. * Support the Compliance Officer, Head of Advice, Team Heads and other Technical Consultants in their daily planning and advisory technical duties., * Provide quality checking analysis to ensure best practice and highest standards in all technical consulting work conducted within the business - e.g. File review feedback. * Ensure robust suitability letters are provided for all areas of financial planning. * Adhere to 'best practice' compliance and regulatory requirements. * Ensure EQ Investors are adopting 'best of breed' products and comprehensive due diligence is conducted on all product/platform areas via its panels. * Provide technical expertise to all Financial Planning areas. * Draft content for brochures and guides supporting EQ's Financial Planning proposition. * Coordinate with product provider meetings, where appropriate. * Maintain team process maps and procedures. * Production of monthly Management Information e.g. o Monthly Team Heads MI o KPIs Risk and Change Management: * Maintain training and competency. * Full engagement with compliance to ensure adherence to regulatory requirements. * Adhere to EQ Investors risk governance procedures. * Manage reputational risk and ensure adherence to EQ procedures covering ongoing Know Your Customer and Money Laundering responsibilities. * Embrace Change Management and Project activities across business functions. ## Related Videos - [You’re a great coder? 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