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Planning Officer

2 months ago

North East Lincolnshire, United Kingdom Kingswood Group Full time

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.

9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews

* Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

Qualified to a minimum of level 4 in Regulated Financial Planning

* Experiencing in managing private client relationships and providing financial advice

* Knowledge across a range of products and asset classes

* The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge

* We provide a clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients.

We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We’re continually learning and improving our processes and policies to ensure an inclusive culture for all our employees.

In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

26 days annual leave - including a day of for your birthday

* Cycle to work scheme - If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.

* Life Assurance - An insurance that pays out a lump sum to your family should you pass away in service.

* Private healthcare - you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years’ service)

* Enhanced Maternity and Paternity pay for all our Kingswood Group