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 an experienced and motivated individual to lead the Client Services function as the Head of Wealth Management Operations, reporting directly to the Chief Operating Officer.
Our client is an independent financial advisory firm based in Bishops Stortford dedicated to providing exceptional financial planning and investment advice to our diverse clientele.
Their team is passionate about delivering tailored solutions that help their clients achieve their financial goals.
Role Overview
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.