Job Description
Prestigious Investment and Wealth Management firm based in Central London have a career opportunity for a Wealth Planning Technical Manager, to be the technical expert of the Wealth Planning Team. Working closely alongside the Head of Wealth Planning, you will be the main point of contact for technical queries within the WP team. Duties will include - To act as the technical expert within the team To conduct centralised product research and assist the team with specific additional research To assist with technical training To establish and maintain provider relationships To create and maintain standard client reports and outputs To assist with defining and document processes for the Wealth Planning Team.To provide paraplanning support to the Head of Wealth Planning
Skills Keep up to date with technical and product / provider knowledge in all areas of financial planning Carry out work with diligence and great attention to detail Communicates well Ability to explain technical points in an understandable way Understand processes and ability to document them Ability to use software (including cash flow planner and Excel) efficientlyCandidates will ideally have been working in a technical paraplanning capacity for 5+ years and be qualified to Chartered level of close to. Previous use of Voyant or alternative Cashflow software is advantageous.This is a genuine opportunity to working for a leading name in the wealth planning sector offering a first class salary, bonus and benefits package.
