Wealth Management Specialist

2 months 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.



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