Junior Wealth Planner

This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our Investment managers.

As a Junior Wealth Planner, you will acquire new clients, through referrals, and by pro-actively presenting our service to potential clients and to introducers such as lawyers and other professional advisers. You will also service a book of existing clients.

Wealth Planners lead all client relationships and act as the principle point of contact and are responsible for delivering advice from our wide range of services. Wealth Planners also have the primary responsibility for the growth of our business with a focus on new asset generation and revenue growth.

This is an FCA regulated role, and the role holder is responsible for their compliance with regulatory and professional standards and for their ongoing technical competence and professional development.

The role is based in our Egham branch.

**Our benefits**
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme

**About Kingswood**

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £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.

**Our Diversity, Equality and Inclusion commitment