Wealth Planning Specialist

2 weeks ago


Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full time

We are seeking a skilled Wealth Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will work directly with clients to provide tailored financial planning solutions and conduct annual reviews. Your expertise will be essential in maintaining competency through successful completion of CPD hours and ensuring that clients receive the best possible support and guidance.

Key Responsibilities:
  • Work directly with clients to provide a wide range of financial planning solutions
  • Conduct annual reviews to ensure clients are on track to meet their financial goals
  • Maintain competency through successful completion of CPD hours
  • Provide exceptional support and guidance to clients with little to no financial knowledge

We offer a competitive bonus structure for acquiring new clients and boosting retention of existing clients. Our company values diversity and inclusion, and we celebrate our differences. We also provide a range of benefits, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.



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