Strategic Wealth Advisor

2 days ago

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

We are seeking a skilled Strategic Wealth Advisor to join our team at the Kingswood Group. The ideal candidate will have direct experience working with clients to provide tailored wealth and financial planning solutions. Key responsibilities include:

Key Responsibilities:
  • Developing and implementing comprehensive financial plans for clients
  • Providing ongoing advice and guidance to clients to ensure their financial goals are met
  • Maintaining a deep understanding of a range of financial products and asset classes
  • Working closely with clients to build strong relationships and deliver exceptional service

The successful candidate will be qualified to a minimum of level 4 in Regulated Financial Planning and have experience in managing private client relationships. A strong knowledge of financial planning principles and a passion for delivering high-quality service to clients are essential for this role.

We offer a range of benefits to support your career development and wellbeing, including:

  • 26 days annual leave
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare
  • Enhanced Maternity and Paternity pay

We are an equal opportunities employer and welcome applications from candidates of all backgrounds. If you are a motivated and experienced financial planning professional looking for a new challenge, please apply today.

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