Senior Financial Planner

2 days ago


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

We 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 for working closely with advisers, relationship managers, and other stakeholders to construct and develop wealth planning strategies for business owners and wealthy individuals and families. You will also be responsible for ensuring that these strategies are documented in a timely manner and within the company's governance and compliance framework.

Key Responsibilities
  • Develop and implement wealth planning strategies for business owners and wealthy individuals and families, taking into account their unique needs and circumstances.
  • Collaborate with colleagues to ensure effective communication and collaboration, and to identify opportunities for innovation and improvement.
  • Stay up-to-date with changes in legislation and regulations, and assess their impact on clients, implementing the necessary changes to the Wealth Planning Governance policy.
  • Provide expert advice and guidance to clients on complex financial matters, using your knowledge of financial planning and complex investments to inform your decisions.

The ideal candidate will have a deep understanding of wealth planning and complex investments, as well as practical experience of solutioning including estate planning strategies and onshore and offshore structuring.



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