Wealth Planning Specialist

1 month ago

Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time
About the Role

Tate Recruitment 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.

Key Responsibilities
  • 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.
  • Ensure the strategies are documented in Wealth Proposals and Recommendation Letters in a timely manner and within the company's governance and compliance framework.
  • Create and maintain excellent working relationships with both internal and external stakeholders, such as clients, advisers, our client services and investment operations teams, professional connections, product providers and so on.
  • 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.
  • Conduct research and monitoring of solutions within the company's governance framework.
  • 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.
Requirements
  • 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. This includes the role of special purpose vehicles, such as family investment companies, holding companies and trusts.
  • Experience of in-house investment management proposition.
  • Qualified to Diploma level 4 (or close to) with the desire to progress to level 6, and maybe other qualifications such as STEP, IMC and so on.
Key Competencies
  • To work accurately and with an attention to detail.
  • Be organised with the ability to prioritise and balance multiple tasks.
  • Dig beneath the facts to identify key or underlying issues in complex situations.
  • Ensure familiarity with the Group's compliance and risk management programmes including the accurate maintenance of CPD records.
  • Ability to recommend new and innovative ways of working including the use of developing technology.
  • Maintain a mature, constructive and professional presence in all circumstances.
  • Becomes recognised as a credible source of information.
  • Maintains and builds expertise to contribute to the success of the business, raising the team's technical skills and expertise.
  • Able to foster collaborative relationships across functions and businesses to facilitate cooperation and information exchanges that improve customer and business outcomes.

  • Wealth Planning Specialist

    2 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job Title: Wealth Planning SpecialistAbout the Role:We are seeking a skilled Wealth Planning Specialist to join our team at Tate Recruitment. As a Paraplanner/Technical Manager, you will play a crucial role in constructing and developing wealth planning strategies for business owners and wealthy individuals and families.Key Responsibilities:Work with...

  • Wealth Planning Specialist

    2 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Full time

    Job DescriptionWe are seeking a highly skilled Wealth Planning Specialist to join our team at Tate. As a key member of our wealth management team, you will be responsible for constructing and developing wealth planning strategies for business owners and wealthy individuals and families.About the Role:Work with advisers, relationship managers, and when...

  • Wealth Planning Specialist

    2 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Wealth Planning SpecialistTate Recruitment is proud to partner with a bespoke wealth management firm in the UK 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:Work with advisers, relationship...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for working with advisers, relationship managers, and clients to develop and implement wealth planning strategies.Key ResponsibilitiesConstruct and develop wealth planning...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for working with advisers, relationship managers, and clients to develop and implement wealth planning strategies.Key ResponsibilitiesConstruct and develop wealth planning...

  • Wealth Planning Specialist

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job Title: Paraplanner/Technical ManagerJob Summary:Tate Recruitment is partnering with a bespoke wealth management firm in Bishop's Stortford to find a Paraplanner/Technical Manager. This is a fantastic opportunity to join a company that offers a range of wealth management services that exceed traditional IFA offerings.About the Role:The successful...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for working with advisers, relationship managers, and clients to develop and implement wealth planning strategies.Key ResponsibilitiesConstruct and develop wealth planning...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for working with advisers, relationship managers, and clients to develop and implement wealth planning strategies.Key ResponsibilitiesConstruct and develop wealth planning...

  • Wealth Planning Specialist

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...

  • Wealth Planning Specialist

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...

  • Wealth Planning Specialist

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job Title: Paraplanner/Technical ManagerWe are seeking a highly skilled and experienced Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for providing technical support and expertise to our clients and advisers.Key Responsibilities:Work closely with our advisers and...

  • Wealth Planning Specialist

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job Title: Paraplanner/Technical ManagerWe are seeking a highly skilled and experienced Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for providing technical support and expertise to our clients and advisers.Key Responsibilities:Work closely with our advisers and...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Full time

    About the RoleTate 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. As part of their ambitious growth plans, they are seeking a...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Full time

    About the RoleTate 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. As part of their ambitious growth plans, they are seeking a...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Salary:£45k to £50k plus discretionary annual bonus and excellent benefits.Location:Bishop's Stortford, Office Based (5 days per week)The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.As a key member of the team, you...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Salary:£45k to £50k plus discretionary annual bonus and excellent benefits.Location:Bishop's Stortford, Office Based (5 days per week)The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.As a key member of the team, you...

  • Wealth Planning Professional

    34 minutes ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Wealth Planning Role OverviewIn this Paraplanner/Technical Manager position at a bespoke wealth management firm in Bishop's Stortford, you will work with advisers and relationship managers to develop wealth planning strategies for business owners and wealthy individuals and families.Duties and ResponsibilitiesConstruct and develop wealth planning strategies...

  • Financial Planning Specialist

    2 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for constructing and developing wealth planning strategies for business owners and high net worth individuals and families.You will work closely with our advisers, relationship managers, and other...

  • Financial Planning Specialist

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time

    Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our dynamic wealth management team at RecruitAbility Ltd. As a Paraplanner, you will play a crucial role in shaping personalized financial strategies and empowering clients to achieve their long-term goals.Key Responsibilities:Collaborate with advisers, relationship managers, and...

  • Financial Planning Specialist

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time

    Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our dynamic wealth management team at RecruitAbility Ltd. As a Paraplanner, you will play a crucial role in shaping personalized financial strategies and empowering clients to achieve their long-term goals.Key Responsibilities:Collaborate with advisers, relationship managers, and...