Wealth Planning Specialist

1 month ago

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

We 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 Responsibilities
  • Construct and develop wealth planning strategies for business owners and wealthy individuals and families, covering a range of complexity.
  • Ensure strategies are documented in Wealth Proposals and Recommendation Letters in a timely manner and within the company's governance and compliance framework.
  • 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.
  • 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.
  • 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.
What We Offer

We offer a competitive salary, discretionary annual bonus, and excellent benefits. You will have the opportunity to work with a bespoke wealth management firm in Bishop's Stortford, and contribute to their ambitious growth plans.

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