Wealth planning manager

Location

Bishops Stortford

Salary £40000 - £70000 TypePermanent WorkplaceOn-Site Ref87782

Recruiter Managing This Role

Wealth Planning Manager

Location: Bishops Stortford
Salary: £40,000 £70,000

Are you a wealth planning professional seeking a dynamic role? We are hiring a Wealth Planning Manager to develop tailored strategies for high-net-worth clients, ensuring top-tier advice and client outcomes.

1. Ownership Take responsibility and deliver results.

2. Diligence Attention to detail for client success.

3. Client Focus Tailored solutions to exceed expectations.

4. Systematic Approach Structured, reliable processes.

Key Responsibilities

5. Develop and document wealth planning strategies for clients.

6. Ensure clear, compliant client communication.

7. Provide expertise on complex cases.

8. Offer technical support for FCA and non-FCA products.

9. Engage with clients and key stakeholders.

Requirements

10. Level 4 technical knowledge with a commitment to ongoing learning.

11. Strong communication skills to simplify complex information.

12. Experience in client reporting with attention to detail.

13. Familiarity with UHNW strategies and in-house investment management.

Benefits

14. Flexible hours: Standard hours are 9am 5pm.

15. Technology: Cutting-edge AI R&D several years ahead.

16. Professional development: Ongoing training and support for exams to CII or CISI Level 4 and beyond.

17. Free onsite parking.

18. 28 days holiday.

19. Pension: 5% employee & 5% employer contributions.

20. Discretionary bonus.

21. Post-probation benefits: DIS x 8, group PHI scheme, and Private Medical Insurance.

22. Career progression: Opportunities for advancement within the company.

Apply Now

Apply today to be considered for this exciting Wealth Planning Manager opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client #LI-LW1