We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements.
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.