Financial Planning Manager

4 days ago


Hessle and Hill Top, United Kingdom kingswood-group Full time
Job Description

We are seeking a highly skilled Financial Planning Manager to join our team at the Kingswood Group. This is an excellent opportunity for individuals who have direct experience working with clients to provide wealth and financial planning solutions.

Key Responsibilities:
  • Work directly with clients, providing a wide range of financial planning solutions and conducting annual reviews.
  • Maintain competency via successful completion of required 'continuing professional development' (CPD) hours.

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

Requirements:
  • 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 provide the very best support and guidance to clients with little to no financial knowledge.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. We provide a clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients.

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. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Benefits:
  • 25 days annual leave
  • An extra day off for your birthday
  • Cycle to work scheme – If you're an individual who enjoys a cycle into work, we've got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
  • Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
  • Private healthcare – you'll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one year's service).
  • Enhanced Maternity and Paternity pay for all our Kingswood Group employees.


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