Senior Technical and Policy Manager

Hybrid / Leamington Spa

Our teams

Your role

The purpose of the role is to be the technical lead on financial products, guidance and advice, and lead on the financial guidance & advice policy development to enable compliant and effective automated guidance and advice customer journeys.

Your responsibilities

  • Review and interpret new and existing tax, product and regulatory requirements and explain them accurately and clearly
  • Review new publications from the regulator and keep up to date with technical and Financial Services industry developments to understand and highlight potential implications for our services and opportunities for innovation
  • Prepare technical documentation and briefing notes for key stakeholders in the business
  • Lead the process to develop and review financial guidance and advice policies which set guiderails for the agile development of automated services, obtaining sign off for those policies from Compliance, Investment and Advice Committees
  • Act as technical advice consultant to internal product development teams and contribute to ideation and discovery of potential new services or enhancements
  • Act as technical advice consultant to external prospects and customers of our white-label platform: liaising with their policy team and compliance / quality functions
  • Supporting sales by providing technical expertise for example in prospect engagement, seminars and drafting technical prospect facing articles, technical PR etc
  • Ensure high standards of change control, record keeping and governance around our policies and technical documentation
  • Ensure any associated business risks are understood and are being managed.
  • Adhere to all Information Security policies and procedures

Your skills

  • Demonstrate Wealth Wizards core values (PEARH) as below
  • Ability to make the complex easy to understand
  • Exceptional attention to detail
  • Excellent written and verbal communication skills
  • Collaboration skills driving consensus at all levels
  • Excellent planning, organisation and time management skills
  • Analytical skills
  • Ability to meet deadlines

Your characteristics


  • Driven and passionate about delivering customer service excellence
  • Self-motivated and enthusiastic team player
  • Proactive, innovative, resilient and energetic


  • Constantly seeking new learning/ self-development opportunities
  • Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)
  • Professional


  • Adaptable and enjoys a challenge
  • Builds strong collaborative relationships
  • Flexibility to work in a fast-moving business which is developing rapidly


  • Conscientious and tenacious
  • Total trustworthiness essential
  • Highly organised, methodical, meticulous and disciplined
  • Takes ownership


  • Company results focused
  • Desire for continual improvement
  • Looks for new development opportunities

Your experience

  • Experienced in clearly and accurately explaining and documenting technical details related to regulated financial products, guidance and advice
  • Relevant qualifications (eg Diploma Qualified - QCF level 4, )
  • Experience in the delivery, operation or supervision of Regulated financial advice

Apply now

Send your CV to

Please note, we will not be accepting any applications sent via agencies.

Apply now

To apply, please complete the following code test as the initial stage of the application process.

Please note, we will not be accepting any applications sent via agencies.

Candidates: please note that we are not a Home Office licenced sponsor so may not be able to consider all applications.

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