A small, niche HNW IFA with large HNW private client base are currently seeking an experienced Technical Manager to join their team. The role will be to provide full technical support to the director of the business and work alongside the existing junior support staff.
You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and report writing. There will also be an element of client contact so candidates should be confident at dealing with HNW individuals.
Candidates must have experience as a paraplanner. They must have attained DipPFS as a minimum and ideally be close to Chartered status. Candidates with experience of life style planning will have a distinct advantage.
This is an excellent opportunity to join well established small business with the opportunity for the successful candidate to structure the role.