Job Description
Technical Manager – Wealth Management
Salary: £45k to £55k DOE plus discretionary bonus and excellent benefits
Location: 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 akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they are seeking a Technical Manager, reporting directly to the Head of Wealth Planning.
Duties and Responsibilities of the Technical Manager to work with advisers, relationship managers and when required, independently, to construct and develop wealth planning strategies for business owners and wealthy individuals and families, covering a range of complexity.
1. Ensure the strategies are documented in Wealth Proposals and Recommendation Letters in a timely manner and within the company’s governance and compliance framework.
2. Create and maintain excellent working relationships with both internal and external stakeholders, such as clients, advisers, our client services and investment operations teams, professional connections, pr...