Wealth Management Advisor

4 days ago


Hessle and Hill Top, United Kingdom Kingswood Group Full time

We are seeking a highly skilled Wealth Management Advisor to join our team at Kingswood Group. As a Wealth Management Advisor, you will be responsible for working directly with clients to provide wealth and financial planning solutions.

About Us

Kingswood Group is a global provider of trusted wealth planning and investment management solutions. With a strong presence in the UK, New York, and Johannesburg, we have a diverse client base ranging from private individuals to large corporations.

Job Responsibilities
  • Working directly with clients to provide a wide range of financial planning solutions.
  • Maintaining competency via successful completion of your required 'continuing professional development' (CPD) hours.
  • Undertaking any other tasks 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.
  • 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
  • An estimated salary of £55,000 - £75,000 per annum.
  • A clear and transparent bonus structure for acquiring new clients and boosting your retention of existing clients.
  • Cycle to work scheme.
  • Life Assurance.


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