Financial Planning Specialist
3 days ago
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- Provide comprehensive financial planning advice to clients, including investment planning, tax planning, and retirement planning
- Conduct regular reviews of client portfolios to ensure they remain aligned with their financial goals and risk tolerance
- Develop and implement customized financial plans for clients, taking into account their individual circumstances and objectives
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations
- 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 providing the very best support and guidance to clients with little to no financial knowledge
- A competitive salary and bonus structure
- Ongoing training and development opportunities
- A dynamic and supportive team environment
- The opportunity to work with a leading wealth management firm
We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our employees.
We provide a range of benefits, including 26 days annual leave, a cycle to work scheme, life assurance, and private healthcare. We also offer enhanced maternity and paternity pay for all our employees.
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Financial Planning Specialist
1 day ago
Newton Aycliffe, Durham, United Kingdom Kingswood Group Full timeAbout the RoleWe 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 ResponsibilitiesProvide...
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Financial Planning Specialist
1 day ago
Newton Aycliffe, Durham, United Kingdom Kingswood Group Full timeAbout the RoleWe 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 ResponsibilitiesProvide...
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