Wealth Management Advisor
4 days ago
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 UsKingswood 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.
- 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.
- 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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