Financial Planning Specialist

4 weeks ago


Grimsby, North East Lincolnshire, United Kingdom kingswood-group Full time

We are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients.

Key Responsibilities:

  • Work directly with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Maintain strong relationships with clients through regular reviews and updates.

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.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • A dynamic and supportive team environment.


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