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Technical Wealth Planning Specialist

2 months ago

Reigate, Surrey, United Kingdom Cranleigh Personnel Full time
Job Title: Technical Wealth Planning Specialist

Job Summary:

Cranleigh Personnel is seeking a highly skilled Technical Wealth Planning Specialist to join our team. As a Technical Wealth Planning Specialist, you will be responsible for providing technical support to our wealth planning team, including preparing complex calculations and research, preparing cashflow forecasts, and realigning client risk profiles.

Key Responsibilities:

  • Prepare complex calculations and research, including Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax, and Bond & IHT calculations
  • Prepare cashflow forecasts across a broad range of financial planning scenarios
  • Realign client risk profiles
  • Provide technical support to the wealth planning team

Requirements:

  • Strong technical skills and knowledge of wealth planning
  • Excellent analytical and problem-solving skills
  • Ability to work closely with the wealth planning team
  • Strong communication and interpersonal skills

What We Offer:

  • Opportunity to work with a boutique wealth management company
  • Chance to develop your skills and knowledge in wealth planning
  • Collaborative and supportive team environment
  • Free parking or a 10-minute walk to Reigate station
  • Spacious offices right by a beautiful park space
  • Opportunity for 1 day from home after initial 3-month probationary period

About Us:

Cranleigh Personnel is a boutique wealth management company based in Reigate. We are a close-knit team that values collaboration and teamwork. We are committed to providing excellent service to our clients and are looking for a highly skilled Technical Wealth Planning Specialist to join our team.