Wealth Planning Manager

Wealth Planning Manager

Location: Bishop’s 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.

• Ownership – Take responsibility and deliver results.

• Diligence – Attention to detail for client success.

• Client Focus – Tailored solutions to exceed expectations.

• Systematic Approach – Structured, reliable processes.

Key Responsibilities

• Develop and document wealth planning strategies for clients.

• Ensure clear, compliant client communication.

• Provide expertise on complex cases.

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

• Engage with clients and key stakeholders.

Requirements

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

• Strong communication skills to simplify complex information.

• Experience in client reporting with attention to detail.

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

Benefits

• Flexible hours: Standard hours are 9am – 5pm.

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

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

• Free onsite parking.

• 28 days holiday.

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

• Discretionary bonus.

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

• 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