Financial Solutions Director

1 day ago


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

Tate Recruitment is proud to partner with a leading wealth management firm that is committed to excellence in everything they do.

The company is seeking a Technical Manager to join their team and help drive their ambitious growth plans forward.

The successful candidate will work closely with advisers, relationship managers, and other stakeholders to construct and develop wealth planning strategies for business owners and wealthy individuals and families.

The Technical Manager will be responsible for ensuring that all strategies are documented in Wealth Proposals and Recommendation Letters in a timely manner and within the company's governance and compliance framework.

The ideal candidate will have a deep understanding of the fundamental aspects of wealth planning, including financial planning, complex investments, custody services, and corporate solutions.

The salary for this position is estimated to be between £45,000 and £60,000 per annum, depending on experience, plus additional benefits.



  • Bishop's Stortford, Hertfordshire, United Kingdom Jenkins Recruitment Full time

    Attractive Financial Director Role in Stansted with Competitive SalaryAbout the JobWe are seeking an experienced and highly skilled Financial Controller to join our client's finance team.Key Responsibilities:Prepare and present Group management accounts to the Financial Director and Board.Supervise and support the finance team on a daily basis.Cover cash...


  • Bishop's Stortford, Hertfordshire, United Kingdom Jenkins Recruitment Full time

    Are you a seasoned finance expert seeking a new challenge? We have an exciting opportunity for a Financial Director to join our client, a leading logistics business in the Herts/Essex region near Stansted Airport.About the RoleThis pivotal position will require strong financial expertise and leadership skills to advise the Board on strategic decisions,...


  • Bishop's Stortford, Hertfordshire, United Kingdom Jenkins Recruitment Full time

    Job OverviewJenkins Recruitment is seeking a highly skilled Financial Controller to join their finance team in Stansted. As the Financial Controller, you will play a pivotal role in ensuring the smooth running of financial operations, supporting both day-to-day management and long-term strategic decisions.Key ResponsibilitiesPrepare and present Group...


  • Bishop's Stortford, Hertfordshire, United Kingdom Jenkins Recruitment Full time

    Are you a results-driven finance leader seeking a new opportunity? We have an exciting job opening for a Senior Financial Executive to join our client, a leading logistics business in the Herts/Essex region near Stansted Airport.About the CompanyOur client is a dynamic and growing company with a strong presence in the logistics industry. They are seeking a...


  • Bishop's Stortford, Hertfordshire, United Kingdom SitePoint Pty Full time

    Job Title: Senior Software Project DirectorSalary: Circa £60,000-80,000 per annum, depending on experienceLocation: Stevenage (Relocation package may be available)Security Clearance Requirement: British Citizen or Dual UK national with British citizenship.About the Opportunity: As a Senior Software Project Director, you'll play a critical role in developing...


  • Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    This is a fantastic opportunity for an experienced Financial Planner to take on a client portfolio from day one. Our client, a leading Bespoke Financial Planning practice based in Bishop's Stortford, is committed to delivering exceptional service and tailored financial solutions to its clients. We are seeking a skilled professional to join our team and help...


  • Bishop's Stortford, Hertfordshire, United Kingdom Essex County Council Full time

    Join Our Finance TeamWe are seeking an experienced Accounting Technician to join our Finance Team at Essex County Council. As an Accounting Technician, you will play a crucial role in providing financial management information to our members of the management accounting team and budget holders.About the RoleThis role will contribute to the delivery of a...

  • Technical Expert

    2 days ago


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

    About the RoleTate Recruitment is partnering with a bespoke wealth management firm in Bishop's Stortford to find a Technical Manager who can help them achieve their ambitious growth plans. As a key member of their team, you will play a crucial role in developing and implementing innovative wealth planning strategies.The successful candidate will have a...


  • Bishop's Stortford, Hertfordshire, United Kingdom Essex County Council Full time

    Company OverviewEssex County Council is a leading local authority that provides a wide range of services to its residents and citizens. Our Corporate Services function is integral to our ways of working, and we are seeking an experienced Accounting Technician to join our team.Job DescriptionWe are looking for a highly skilled Accounting Technician to provide...


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

    Job DescriptionWe are seeking a highly skilled Technical Manager to join our team at a bespoke wealth management firm in Bishop's Stortford. As a Technical Manager, you will be responsible for developing and implementing comprehensive wealth planning strategies for high net worth individuals and families.Key Responsibilities:Work closely with our team of...


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

    About the RoleWe are seeking a highly skilled Technical Manager to join our team at Tate Recruitment, working with a bespoke wealth management firm in Bishop's Stortford. This is an exciting opportunity to be part of their growth plans and contribute to the development of innovative wealth planning strategies.As a Technical Manager, you will be responsible...


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

    Technical Manager RoleOur client, a leading wealth management firm, is seeking a skilled Technical Manager to join their team in Bishop's Stortford. The successful candidate will play a critical role in developing and implementing strategic wealth planning solutions for high net worth individuals and business owners.About the JobThe Technical Manager will be...


  • Bishop's Stortford, Hertfordshire, United Kingdom The Dove Partnership Full time

    At The Dove Partnership, we are seeking a talented Accounting Professional to fill a part-time vacancy. As a key member of our team, you will play a crucial role in producing accurate and timely financial reports.About the Job DescriptionYou will work closely with our Finance Director and liaise with external third parties to ensure seamless...


  • Bishop's Stortford, Hertfordshire, United Kingdom Appetite 4 Recruitment Full time

    Join Our TeamWe are looking for an experienced Bar General Manager to join our team in Bishop's Stortford. As a key member of our team, you will be responsible for delivering exceptional guest experiences, managing a talented team, and driving financial performance.About the RoleLead a high-energy team in a vibrant nightlife environment.Develop and implement...


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

    About the RoleTate Recruitment is proud to partner with a leading wealth management firm in Bishop's Stortford to recruit a Technical Manager. The ideal candidate will be a highly skilled and experienced professional with a passion for wealth planning and client service.This role offers a fantastic opportunity for an ambitious individual to join a dynamic...


  • Bishop's Stortford, Hertfordshire, United Kingdom Aspens Services Full time

    Job Summary: Aspens Services Ltd is a market leading contract catering company specialising in school food. As the Chef Manager, you will be responsible for managing the day-to-day operations of our schools catering facility, ensuring the delivery of high-quality food and exceptional service.In this role, you will oversee the team, manage costs, maintain...


  • Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are recruiting for a highly skilled Financial Planner to join our esteemed client's Bespoke Financial Planning practice in Bishop's Stortford. The successful candidate will be responsible for providing expert financial advice to private and corporate clients, capitalising on the company's established reputation for delivering exceptional results.Main...


  • Bishop's Stortford, Hertfordshire, United Kingdom Care By Us Limited Full time

    Care By Us Limited: We are seeking a dedicated Registered Domiciliary Care Manager to oversee daily operations and lead a thriving care team. This role involves managing processes, ensuring compliance with quality standards, regulatory requirements, and contractual expectations. The ideal candidate will possess strong leadership skills, business acumen, and...


  • Bishop's Stortford, Hertfordshire, United Kingdom Essex County Council Full time

    About UsAt Essex County Council, we are passionate about delivering outstanding professional services to our residents and citizens. Our Corporate Services function is integral to our ways of working, and we are seeking an experienced Accounting Technician to join our team.Role DescriptionWe are looking for a highly skilled Accounting Technician to provide...


  • Bishop's Stortford, Hertfordshire, United Kingdom Origin Legal Full time

    Job Title: Accounting Practice LeadCompany Overview:Origin Legal, a medium-sized law firm, seeks an experienced Practice Manager/Director to lead day-to-day operations and drive growth with a nationwide client base.The ideal candidate will have experience working within a law firm and possess excellent communication skills, as well as strong business...