Wealth Management Specialist

2 weeks ago


West Marsh, North East Lincolnshire, United Kingdom Kingswood Group Full time
About the Role

We are seeking an experienced Wealth Planner to join our team at Kingswood Group. As a Wealth Planner, you will be responsible for providing high-quality financial planning solutions to our clients, ensuring their financial goals are met and exceeded.

Key Responsibilities
  • Form key client relationships and collaborate with Investment Managers to increase client engagement
  • Provide a wide range of financial planning solutions and conduct annual reviews with clients
  • Grow your client bank organically through referrals and develop relationships with professional connections
  • Prepare, present, and implement advice recommendations and cash flow modelling reports
  • Liaise directly with Client Liaison Administrators and Paraplanners to ensure a seamless client experience
  • Maintain competency via successful completion of required continuing professional development (CPD) hours
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
  • Strong numeracy skills, attention to detail, and experience of dealing with multiple currencies
What We Offer

We provide a clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients. We also offer a range of benefits, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and two paid volunteering days per year.

About Kingswood Group

Kingswood Group is a leading integrated wealth management group with a growing network of offices across the UK, New York, and Johannesburg. We are passionate about creating a unified and consistent culture across all of our locations and business activities. Our core values are: Support and Empower, Demonstrate Respect, Continuously Evolve, Champion Inclusivity, and Uphold Responsibility.



  • West Marsh, North East Lincolnshire, United Kingdom Kingswood Group Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Planner to join our team at Kingswood Group. As a Wealth Planner, you will play a key role in providing expert financial planning and investment solutions to our clients.Key ResponsibilitiesForm key client relationships and collaborate with Investment Managers to increase client...


  • West Marsh, North East Lincolnshire, United Kingdom Kingswood Group Full time

    Unlock Your Potential as a Wealth PlannerWe are seeking an experienced Wealth Planner to join our team at Kingswood Group, a leading integrated wealth management group with a strong presence in the UK and globally. As a Wealth Planner, you will play a critical role in providing expert financial planning solutions to our clients, helping them achieve their...


  • West Marsh, North East Lincolnshire, United Kingdom Kingswood Group Full time

    Unlock Your Potential as a Wealth PlannerWe are seeking an experienced Wealth Planner to join our team at Kingswood Group, a leading integrated wealth management group with a strong presence in the UK and globally. As a Wealth Planner, you will play a critical role in providing expert financial planning solutions to our clients, helping them achieve their...


  • West Marsh, North East Lincolnshire, United Kingdom Lincolnshire Housing Partnership (LHP) Full time

    About Lincolnshire Housing Partnership (LHP)LHP is a local housing association with a strong sense of purpose and a commitment to improving the lives of its customers. Our teams are dedicated to delivering excellent services and creating a positive impact in the communities we serve.Job SummaryWe are seeking a highly skilled and experienced Talent...


  • West Marsh, North East Lincolnshire, United Kingdom Lincolnshire Housing Partnership (LHP) Full time

    About Lincolnshire Housing Partnership (LHP)LHP is a local housing association with a strong sense of purpose and a commitment to improving the lives of its customers. Our teams are dedicated to delivering excellent services and creating a positive impact in the communities we serve.Job SummaryWe are seeking a highly skilled and experienced Talent...


  • West Marsh, North East Lincolnshire, United Kingdom Consortium Professional Recruitment Full time

    We are seeking a highly skilled and experienced HR Generalist to join our team at Consortium Professional Recruitment Ltd. As a key member of our HR department, you will play a critical role in supporting our clients across the UK.The ideal candidate will have a proven track record of providing expert advice and guidance on HR matters, including recruitment,...


  • West Marsh, North East Lincolnshire, United Kingdom Lincolnshire Housing Partnership Full time

    About the Role:We are seeking a highly skilled Regulatory Change Business Partner to join our team at Lincolnshire Housing Partnership. As a key member of our organization, you will play a critical role in ensuring we effectively respond to regulatory changes and maintain compliance with social housing requirements.Key Responsibilities:Develop and implement...


  • West Marsh, North East Lincolnshire, United Kingdom Lincolnshire Housing Partnership Full time

    About the Role:We are seeking a highly skilled Regulatory Change Business Partner to join our team at Lincolnshire Housing Partnership. As a key member of our organization, you will play a critical role in ensuring we effectively respond to regulatory changes and maintain compliance with social housing requirements.Key Responsibilities:Develop and implement...


  • England, North West England, Cheshire, North West England, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company This North West law firm has a strong track record for its housing litigation work. Your new role This housing litigation solicitor role will see you handle an interesting mix of leasehold disputes, ASB and housing management matters. Acting for the registered providers, you will enjoy the chance to build long term relationships with a...


  • England, North West England, Cheshire, North West England, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company This law firm has a strong reputation for its employment work. Your new role This home working employment solicitor role will see you join a successful team that goes from strength to strength. You will work on a mix of advisory and contentious work for respondent clients. The role will see you work closely with clients, managing a...

  • Audit Manager

    2 months ago


    England, West Sussex, West Sussex, South East England, United Kingdom Hays Accountancy and Finance Full time

    Your new company A leading national accountancy practice that provides an expert service to their clients across Sussex and the south coast.Your new role You will be responsible for managing client audit engagement across a wide variety of including not profit and owner managed business. You will lead planning, review of audit files and statutory accounts as...


  • West Kilbride, North Ayrshire, United Kingdom Rullion Limited Full time

    Maintenance Supply CoordinatorJob Type: ContractIR35 Status: InsideDuration: Extendable contractRate: Competitive rate based on experienceLocation: HunterstonWorking hours: Full-time, 37 hours per weekAs a pivotal member of the Nuclear Generation sector, the Maintenance Supply Coordinator plays a crucial role in facilitating the maintenance team's...


  • West Kilbride, North Ayrshire, United Kingdom Rullion Limited Full time

    Maintenance Store PersonJob Type: ContractIR35 Status: InsideDuration: Extendable contractRate: Competitive rate based on experienceLocation: HunterstonWorking hours: Full-time, 37 hours per weekAs a key player in the Nuclear Generation sector, the Maintenance Store Person is responsible for providing essential support to the maintenance team. This role...


  • West Kilbride, North Ayrshire, United Kingdom Rullion Limited Full time

    Maintenance Stores PersonJob Type: ContractIR35 Status: InsideDuration: Extendable contractRate: Competitive rate based on experienceLocation: HunterstonWorking hours: Full-time, 37 hours per weekAs a pivotal role within a prominent organization in the Nuclear Generation sector, the Maintenance Store Person is essential for the operational success of the...


  • West Kilbride, North Ayrshire, United Kingdom Rullion Limited Full time

    Maintenance Stores PersonJob Type: ContractIR35 Status: InsideDuration: Extendable contractRate: Competitive rate based on experienceLocation: HunterstonWorking hours: Full-time, 37 hours per weekWe are seeking a dedicated Maintenance Store Person to contribute to our operations in the Nuclear Generation sector. This position plays a crucial role in...


  • West Sussex, South East England, United Kingdom YMCA DOWNSLINK GROUP Full time

    37.5 hours per week / Permanent / working onsite Monday to Friday, 9am-5pm, with one late shift per week Our mission is to help children and young people have a fair chance to be who they want to be. We do this by providing a safe home, increasing life skills and self-confidence, and improving emotional wellbeing and mental health. Are you a person-centred...


  • West Sussex, South East England, United Kingdom YMCA DOWNSLINK GROUP Full time

    37.5 hours per week / Permanent / working onsite Monday to Friday, 9am-5pm, with one late shift per week Our mission is to help children and young people have a fair chance to be who they want to be. We do this by providing a safe home, increasing life skills and self-confidence, and improving emotional wellbeing and mental health. Are you a person-centred...


  • West Sussex, UK, South East England, United Kingdom JMC Legal Recruitment Full time

    In-House Private Client Solicitor | Financial Advice Business | West SussexThis is an excellent opportunity for a Private Client Solicitor (In-House) to join a high-performing FS business based in West Sussex.Due to their impressive recent growth and ever-increasing workload, the business is seeking a Private Client solicitor to take on a range of high-value...


  • Halton West, North Yorkshire, United Kingdom Millbank Holdings Full time

    Job Summary:Mechanical Commissioning Engineer is required to join our client's dynamic and ambitious team to drive the development of all mechanical testing and documentation throughout the project lifecycle.Key Responsibilities:Execute all mechanical testing and documentation completion during the commissioning phase.Organise, execute and witness all...


  • Halton West, North Yorkshire, United Kingdom Millbank Holdings Full time

    Job Summary:Mechanical Commissioning Engineer is required to join our client's dynamic and ambitious team to drive the development of all mechanical testing and documentation throughout the project lifecycle.Key Responsibilities:Execute all mechanical testing and documentation completion during the commissioning phase.Organise, execute and witness all...