Wealth Management Specialist
2 months ago
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
- 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
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 GroupKingswood 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.
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