Financial Planning Specialist

2 days ago

Macclesfield, Cheshire East, United Kingdom kingswood-group Full time
Job Title: Financial Planning Associate

We are seeking a highly skilled and experienced Financial Planning Associate to join our team at Kingswood Group. As a key member of our wealth management team, you will play a crucial role in providing exceptional client service and delivering tailored financial planning solutions.

Key Responsibilities:
  • Form and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with Investment Managers to develop and implement comprehensive financial plans.
  • Provide expert advice on a range of financial products and services, including investments, pensions, and tax planning.
  • Conduct regular reviews and updates to ensure clients' financial plans remain aligned with their changing needs.
  • Develop and maintain a deep understanding of our clients' financial situations, identifying opportunities to add value and improve their financial well-being.
Requirements:
  • Qualified to a minimum of level 4 in Regulated Financial Planning.
  • Proven experience in managing private client relationships and providing financial advice.
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive team environment.
  • The opportunity to work with a diverse range of clients and develop your expertise in financial planning.

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