Wealth Management Technical Specialist
3 weeks ago
Job Summary
We are looking for a talented Technical Manager to join our wealth management firm in Bishop's Stortford. This is an exciting opportunity for an experienced professional to take on a challenging role, working closely with senior stakeholders to develop strategic wealth planning solutions.
About the Role
The Technical Manager will be responsible for:
- Developing and implementing wealth planning strategies for business owners and high net worth individuals.
- Maintaining strong relationships with internal and external stakeholders.
- Providing technical expertise and guidance to ensure positive customer outcomes.
- Conducting research and monitoring of solutions within the company's governance framework.
- Staying up-to-date with changes in legislation and advising on implementation.
Requirements
- A minimum of 5 years' experience in wealth planning or a related field.
- Strong technical knowledge of financial planning, complex investments, and wealth management principles.
- Excellent communication and interpersonal skills.
Salary and Benefits
The salary for this position is £50k - £60k per annum, plus a discretionary bonus and excellent benefits package.
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