Wealth Management Technical Specialist

3 weeks ago


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

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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