Wealth Planning Strategist

About the RoleWe are seeking a skilled Technical Manager to join our team at Tate Recruitment, working with a bespoke wealth management firm in Bishop's Stortford. This is an excellent opportunity to be part of their ambitious growth plans and contribute to the development of innovative wealth planning strategies.As a Technical Manager, you will work closely...

Are you a skilled technical professional looking for a challenging role in wealth management?Tate Recruitment is working with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion.The company offers a range of wealth management services that exceed traditional IFA offerings, and as part of their ambitious growth...

Company OverviewTate Recruitment is proud to partner with a bespoke wealth management firm in the Bishop's Stortford area that is undergoing significant expansion. The company offers a range of wealth management services, exceeding traditional IFA offerings.Job DescriptionWe are seeking a highly skilled Technical Manager to join our team. As part of their...

Job DescriptionWe are seeking a highly skilled Technical Manager to join our team at a bespoke wealth management firm in Bishop's Stortford. As a Technical Manager, you will be responsible for developing and implementing comprehensive wealth planning strategies for high net worth individuals and families.Key Responsibilities:Work closely with our team of...

Job OverviewTate Recruitment is seeking an experienced Technical Manager to join our partner company's wealth management team in Bishop's Stortford. The successful candidate will have a strong background in wealth planning and client service, with a proven track record of delivering exceptional results.The role requires a high level of technical expertise,...

Job OverviewWe are partnering with a bespoke wealth management firm in Bishop's Stortford to find an exceptional Technical Manager. This is an excellent opportunity for someone looking to develop and implement comprehensive wealth planning strategies for high net worth individuals and families.As a Technical Manager, you will work closely with our team of...

Job SummaryWe 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 RoleThe Technical Manager will be responsible...

About the RoleTate Recruitment is partnering with a bespoke wealth management firm in Bishop's Stortford to find a Technical Manager who can help them achieve their ambitious growth plans. As a key member of their team, you will play a crucial role in developing and implementing innovative wealth planning strategies.The successful candidate will have a...

Job OverviewTate Recruitment is proud to partner with a bespoke wealth management firm in the UK, seeking an experienced leader to lead their Client Services function as the Head of Wealth Management Operations.The ideal candidate should have at least 5 years' experience in a similar financial services role, with a strong understanding of the financial...

Senior Private Wealth Solicitor OpportunityLeading Regional Law Firm Seeking Senior Private Wealth SolicitorThis well-established regional law firm has been serving clients across the UK for over a century, combining traditional values with a modern and practical approach. We are seeking an experienced Senior Private Wealth solicitor to join our expanding...

Errorntton Legal is seeking a Specialist Private Wealth Manager to join our Private Client Team in Bishop's Stortford.The role involves advising clients on wealth protection, inheritance tax planning, and estate administration. You will also be responsible for managing a caseload of client matters with limited supervision.To succeed in this role, you will...

About the RoleWe 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...

Tate Recruitment is proud to partner with a leading wealth management firm that is committed to excellence in everything they do.The company is seeking a Technical Manager to join their team and help drive their ambitious growth plans forward.The successful candidate will work closely with advisers, relationship managers, and other stakeholders to construct...

Technical Manager RoleOur client, a leading wealth management firm, is seeking a skilled Technical Manager to join their team in Bishop's Stortford. The successful candidate will play a critical role in developing and implementing strategic wealth planning solutions for high net worth individuals and business owners.About the JobThe Technical Manager will be...

Tate Recruitment is excited to partner with a forward-thinking wealth management firm that is dedicated to providing exceptional service to its clients.The company is seeking a Technical Manager to join their team and play a key role in constructing and developing wealth planning strategies for business owners and wealthy individuals and families.The...

About the RoleTate Recruitment is proud to partner with a leading wealth management firm in Bishop's Stortford to recruit a Technical Manager. The ideal candidate will be a highly skilled and experienced professional with a passion for wealth planning and client service.This role offers a fantastic opportunity for an ambitious individual to join a dynamic...

Role SummaryWe are looking for a talented Technical Manager to join our team at a bespoke wealth management firm in Bishop's Stortford. As a Technical Manager, you will be responsible for creating and delivering comprehensive wealth planning strategies for high net worth individuals and families.Key Responsibilities:Develop and implement comprehensive wealth...

We are recruiting for a highly skilled Financial Planner to join our esteemed client's Bespoke Financial Planning practice in Bishop's Stortford. The successful candidate will be responsible for providing expert financial advice to private and corporate clients, capitalising on the company's established reputation for delivering exceptional results.Main...

Technical Manager – Wealth Management Salary: £45k to £55k DOE plus discretionary bonus and excellent benefitsLocation: Bishop’s Stortford, Office Based (5 days per week) free parking. Tate 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...

Key Responsibilities:We are seeking a skilled Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Your core responsibilities will include acting as the initial point of contact for client queries and liaising with product providers.Administrative and Review Process:You will be responsible for managing and...