Financial Planning Specialist

4 weeks ago

Newton Aycliffe, Durham, 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 key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing support and guidance to clients, ensuring they are aware of their financial options and are making informed decisions.
  • Work closely with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs.
  • Maintain up-to-date knowledge of financial products and services, ensuring clients receive the best possible advice.
  • Collaborate with other members of the wealth management team to ensure seamless delivery of services to clients.
Requirements
  • Qualified to a minimum of level 4 in Regulated Financial Planning.
  • Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality advice to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer
  • A competitive salary and bonus structure, reflecting your individual performance and contributions to the team.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with the latest financial planning techniques and technologies.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • A comprehensive benefits package, including private healthcare, life assurance, and enhanced maternity and paternity pay.

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