Asset Management Advisor

2 days ago


Macclesfield, Cheshire East, United Kingdom kingswood-group Full time

Your Career at Kingswood Group

We are a leading global provider of trusted wealth planning and investment management solutions. Our company culture celebrates, recognises, and appreciates our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability.

We are seeking an experienced Asset Planning Officer to join our financial services team. As a key member of our team, you will work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews.

The Role

You will be responsible for maintaining competency through successful completion of required 'continuing professional development' (CPD) hours and undertaking any other tasks as reasonably requested by your line manager where appropriate training and/or guidance is provided.

In addition, you will need to possess 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.

Salary and Benefits

We offer a competitive salary of around £45,000 - £60,000 per annum, depending on experience. We also provide a range of benefits, including:

  • 26 days annual leave – including a day off for your birthday
  • Cycle to work scheme – If you're an individual who enjoys a cycle into work, we've got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
  • Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
  • Private healthcare – you'll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one year's service).
  • Enhanced Maternity and Paternity pay for all our Kingswood Group employees.

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