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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeJob Title: Wealth Planning SpecialistAbout the Role:We are seeking a skilled Wealth Planning Specialist to join our team at Tate Recruitment. As a Paraplanner/Technical Manager, you will play a crucial role in constructing and developing wealth planning strategies for business owners and wealthy individuals and families.Key Responsibilities:Work with...
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeAbout the RoleWe 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 ResponsibilitiesConstruct and develop wealth planning...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeAbout the RoleWe 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 ResponsibilitiesConstruct and develop wealth planning...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeJob Title: Paraplanner/Technical ManagerWe are seeking a highly skilled and experienced Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for providing technical support and expertise to our clients and advisers.Key Responsibilities:Work closely with our advisers and...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeJob Title: Paraplanner/Technical ManagerWe are seeking a highly skilled and experienced Paraplanner/Technical Manager to join our team at Tate Recruitment. As a key member of our wealth management team, you will be responsible for providing technical support and expertise to our clients and advisers.Key Responsibilities:Work closely with our advisers and...
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Wealth Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Full timeAbout the RoleTate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they are seeking a...
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Wealth Planning Specialist
1 month ago
Bishop's Stortford, Hertfordshire, United Kingdom Tate Full timeAbout the RoleTate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they are seeking a...
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Wealth Planning Specialist
1 month ago
Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000Job Title: Paraplanner (Pensions Management)Salary:£45k to £50k plus discretionary annual bonus and excellent benefits.Location:Bishop's Stortford, Office Based (5 days per week)The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.As a key member of the team, you...
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Wealth Planning Specialist
1 month ago
Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000Job Title: Paraplanner (Pensions Management)Salary:£45k to £50k plus discretionary annual bonus and excellent benefits.Location:Bishop's Stortford, Office Based (5 days per week)The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.As a key member of the team, you...
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Wealth Planning Specialist
1 month ago
Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeAbout the RoleTate Recruitment is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.Key ResponsibilitiesWork with advisers, relationship managers...
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Wealth Planning Specialist
1 month ago
Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full timeAbout the RoleTate Recruitment is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.Key ResponsibilitiesWork with advisers, relationship managers...
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Financial Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for constructing and developing wealth planning strategies for business owners and high net worth individuals and families.You will work closely with our advisers, relationship managers, and other...
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Financial Planning Specialist
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Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our dynamic wealth management team at RecruitAbility Ltd. As a Paraplanner, you will play a crucial role in shaping personalized financial strategies and empowering clients to achieve their long-term goals.Key Responsibilities:Collaborate with advisers, relationship managers, and...
Wealth Planning Specialist
2 months ago
We are seeking an experienced Wealth Planning Specialist to join our dynamic wealth management team at RecruitAbility Ltd. As a key member of our team, you will play a crucial role in shaping personalized financial strategies and empowering clients to achieve their long-term goals.
Key Responsibilities- Work with advisers, relationship managers, and independently to construct and develop wealth planning strategies for clients, covering a range of complexity.
- Ensure the strategies are documented within our company's governance and compliance framework.
- Create and maintain excellent working relationships with both internal and external stakeholders.
- Conduct research and monitoring of solutions within our company's governance framework.
- Identify the impact of any changes in legislation and assess the impact on our clients, implementing the appropriate changes to our Wealth Planning Governance policy and formulating solutions for clients.
- A deep understanding of the fundamental aspects of wealth planning, including a technical and practical knowledge of financial planning and complex investments, custody services, and corporate solutions.
- Experience of in-house investment management proposition.
- Qualified to Diploma level 4 (or close to) with the desire to progress to level 6. Other qualifications such as STEP or IMC would be a bonus.
- Attention to detail is key.
- You will need to be organized and able to multitask.
- The ability to look beyond the facts to identify key or underlying issues in complex situations.
- A competitive salary of £40,000 - £45,000 (depending on experience).
- 28 days holiday annually (plus bank holidays).
- Pension (5% employer contribution).
- Discretionary bonus.
- Death in service.
- Private medical.
- Free parking.
