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Wealth Planning Manager

1 month ago

London, Greater London, United Kingdom Tate Recruitment Full time
Job Title

We are seeking an experienced Wealth Planning Manager to join our team at Tate Recruitment. This is a fantastic opportunity for someone to take their career to the next level in the wealth planning sector.

Job Summary

The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families. You will work closely with clients, advisers, and product providers to create tailored solutions that meet their complex financial needs.

Key Responsibilities
  • Collaborate with colleagues to create comprehensive wealth plans for HNW clients.
  • Build strong relationships with clients, including regular communication and updates on their financial progress.
  • Conduct research and analysis within the company's governance framework to ensure compliance with regulatory requirements.
  • Stay up-to-date with changes in legislation and implement necessary updates to the Wealth Planning Governance policy.
Requirements
  • Deep understanding of wealth planning principles and best practices.
  • Technical knowledge of financial planning, complex investments, and custody services.
  • Experience with complex solutioning, including estate planning strategies and offshore structuring.
  • Familiarity with risk management programmes.
Salary and Benefits

The salary for this role is £45k-£50k per annum, plus a discretionary bonus and excellent benefits package.