Wealth Management Specialist
6 days ago
We 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 Responsibilities- Form key client relationships and collaborate with Investment Managers to increase client engagement
- Work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews
- Grow your client bank organically through referrals and develop relationships with professional connections
- Prepare, present, and implement advice recommendations and cash flow modeling reports
- Responsible for some general administrative tasks as part of the scope for this role
- Liaise directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
- Maintain competency via successful completion of your required 'continuing professional development' (CPD) hours
- Qualified to a minimum of level 4 in Regulated Financial Planning
- Experiencing 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 providing 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
- A clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients
- A diverse and inclusive work environment that celebrates individuality and openness
- Opportunities for career development and growth within the company
- A range of benefits, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay
Kingswood Group is a leading integrated wealth management group with a growing network of offices across the UK, New York, and Johannesburg. We provide trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.
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