Wealth Planning Expert

3 weeks ago


High Wycombe, Buckinghamshire, United Kingdom kingswood-group Full time

We are currently seeking an experienced Wealth Planning Expert to join our team at the Kingswood Group. As a leading provider of trusted wealth planning and investment management solutions, we have a growing network of offices across the UK, New York, and Johannesburg.

The successful candidate will be responsible for working directly with clients to provide a wide range of financial planning solutions and conducting annual reviews. This is a fantastic opportunity to utilize your expertise in managing private client relationships and providing financial advice.

To succeed in this role, you will need to be qualified to a minimum of level 4 in Regulated Financial Planning, have experience in managing private client relationships, and possess knowledge across a range of products and asset classes. We also value the ability to work with clients across all wealth bands and provide exceptional support and guidance.

Our salary for this position is approximately £50,000 - £65,000 per annum, depending on experience. In addition to a competitive salary, we offer a clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients.

We are committed to creating an inclusive culture for all our employees. We celebrate, recognize, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We provide a range of benefits, including:

  • 26 days annual leave – including a day off for your birthday
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare through Vitality
  • Enhanced Maternity and Paternity pay


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