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Financial Planning Specialist

2 months ago

Harrogate, North Yorkshire, United Kingdom kingswood-group Full time

About the Role:

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a Financial Planning Specialist, you will play a key role in providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to make informed financial decisions.

Key Responsibilities:

  • Work directly with clients to provide a wide range of financial planning solutions, including investment planning, wealth management, and asset management.
  • Conduct annual reviews to ensure clients are on track to meet their financial goals.
  • Maintain competency through successful completion of continuing professional development (CPD) hours.
  • Undertake any other tasks as reasonably requested by your line manager, where appropriate training and/or guidance is provided.

Requirements:

  • Qualified to a minimum of level 4 in Regulated Financial Planning.
  • Experience 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 provide the very best support and guidance to clients with little to no financial knowledge.

What We Offer:

  • A clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients.
  • A cycle to work scheme to help you save money on a bike or equipment for commuting.
  • Life Assurance to provide financial security for your loved ones.
  • Private healthcare to ensure you and your family receive the best possible medical care.
  • Enhanced Maternity and Paternity pay for all our employees.

About Us:

Kingswood Group is a leading international vertically integrated wealth planning and investment management business. We are passionate about creating a unified and consistent culture across all of our locations and business activities.