Technical Wealth Manager

3 weeks ago


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

Tate Recruitment is seeking an experienced Technical Manager to join our partner company's wealth management team in Bishop's Stortford. The successful candidate will have a strong background in wealth planning and client service, with a proven track record of delivering exceptional results.

The role requires a high level of technical expertise, including knowledge of financial planning, complex investments, custody services, and corporate solutions. Additionally, the candidate will need to possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.

Key responsibilities include:

  • Constructing and implementing wealth planning strategies that meet the needs of HNW and UHNW clients.
  • Maintaining accurate records and documentation.
  • Providing technical support and guidance to colleagues.

Salary: circa £52,000 per annum, depending on experience.



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