Kierownik/Kierowniczka Działu Technicznego

Technical Manager – Wealth Management
Salary: £45k to £55k DOE plus discretionary bonus and excellent benefits
Location: Bishop’s Stortford, Office Based (5 days per week) free parking.

Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. Duties and Responsibilities of the Technical Manager to work with advisers, relationship managers and when required, independently, to construct and develop wealth planning strategies for business owners and wealthy individuals and families, covering a range of complexity.
Provide technical support enhancing the service provided and enabling positive customer outcomes in relation to both FCA regulated and non-FCA regulated products and services.
Identify the impact of any changes in legislation and assess the impact on the group’s clients, implementing the appropriate changes to the Wealth Planning Governance policy and formulating solutions for clients.

A deep understanding of the fundamental aspects of wealth planning and the core best practice principles for HNW and UHNW individual and corporate clients, including a technical and practical knowledge of financial planning and complex investments, custody services and corporate solutions.
Practical experience of more complex solutioning including estate planning strategies for UHNW families and onshore and offshore structuring for UK residents. Experience of in-house investment management proposition.
Ensure familiarity with the Group’s compliance and risk management programmes including the accurate maintenance of CPD records.