Strategic Financial Planner

1 week ago


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

Job Summary:


We are seeking a highly skilled Wealth Management Specialist to join our team at the Kingswood Group. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to clients, helping them achieve their financial goals and objectives.



Key Responsibilities:

  • Provide high-quality financial planning advice and guidance to clients, taking into account their individual needs and circumstances.
  • Work closely with clients to understand their financial goals and objectives, and develop tailored solutions to help them achieve these.
  • Maintain and develop relationships with clients, providing ongoing support and guidance to ensure their continued satisfaction and loyalty.
  • Stay up-to-date with the latest developments and trends in financial planning, ensuring that your advice and guidance is always based on the most current and relevant information.
  • Collaborate with other members of the financial planning team to ensure seamless delivery of services and maintain the highest standards of client service.


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 financial products and services.
  • 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.


What We Offer:

  • A clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients.
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities to help you achieve your career goals.
  • A collaborative and supportive team environment, where your contributions are valued and recognized.
  • A company culture that celebrates diversity, inclusivity, and respect for all employees.


At the Kingswood Group, we are committed to providing our employees with a supportive and inclusive work environment, where they can grow and develop their skills and careers. If you are a highly motivated and skilled individual who is passionate about delivering exceptional financial planning advice and guidance, we would love to hear from you.



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