Wealth Management Specialist

About the RoleKingswood Group is looking for a skilled Wealth Management Specialist to join our team. As a Wealth Management Specialist, you will work closely with clients, providing expert financial planning advice and guidance.Key Responsibilities:Work directly with clients, providing tailored financial planning solutions and conducting annual...

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...

Job Title: Wealth Management ConsultantKingswood Group is looking for a seasoned Wealth Management Consultant to enhance our team's capabilities.**Job Overview:**The ideal candidate will have direct experience working with clients to provide comprehensive wealth management solutions and conduct thorough annual reviews. They will ensure that each client...

Company OverviewKingswood Group is a leading provider of trusted wealth planning and investment management solutions to clients across the globe. With a growing network of offices in the UK, New York, and Johannesburg, we offer a wide range of financial planning solutions to individuals and institutions alike.

**Job Description**We are seeking a highly organized and skilled Financial Planning Administrator/Relationship Exec Assistant to join our team at Recruit Wealth Ltd. The successful candidate will provide administrative support to our Financial Planners, ensuring the smooth delivery of services to clients.The ideal candidate will have excellent communication...

We are looking for a Private Client Solutions Specialist to join our team at Kingswood Group. As a Private Client Solutions Specialist, you will be responsible for working directly with clients to provide wealth and financial planning solutions.About UsKingswood Group is a leading provider of trusted wealth planning and investment management solutions. With...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.

We are seeking a dedicated Wealth Management Support Specialist to join our team based in Burgess Hill. This part-time role requires 3 days a week in the office, ideally with experience in the financial services sector and IT skills.Job Description:This role involves providing administrative support to financial and mortgage advisers, as well as building and...

At Kingswood Group, we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you'll work closely with clients to provide tailored financial planning solutions and conduct annual reviews.Job OverviewWe offer a competitive salary of £50,000 - £70,000 per annum, plus a bonus structure that rewards...

Key ResponsibilitiesDevelop and implement comprehensive financial plans for private clients, ensuring they achieve their financial goals.Conduct regular reviews to assess client progress and adjust plans as needed.Maintain expertise through ongoing professional development, adhering to industry standards.The ideal candidate will possess a minimum of level 4...

As a Wealth Planning Specialist, you will be responsible for providing expert advice and guidance to our clients on their financial planning needs. You will work closely with our team to deliver high-quality solutions that meet the unique requirements of each client.

Job DescriptionWe are seeking a highly skilled Financial Planning Manager to join our team at the Kingswood Group. This is an excellent opportunity for individuals who have direct experience working with clients to provide wealth and financial planning solutions.Key Responsibilities:Work directly with clients, providing a wide range of financial planning...

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. Our client base ranges from private individuals to some of the UK's largest universities.About UsKingswood Group is a leading provider of trusted wealth planning and investment management solutions. With a...

About the RoleWe are looking for a Customer Service Executive to join our team at Rockfield Specialist Recruitment. This is an exciting opportunity for someone who is passionate about delivering exceptional customer experiences.The successful candidate will have an IT background and a positive attitude. They will be responsible for providing technical...

Key ResponsibilitiesYou will be the driving force behind Boomerang Digital's projects, overseeing hardware installations from initial orders to final sign-off. This includes coordinating software rollouts and upgrades, as well as trade shows and exhibitions. You will work closely with various teams to ensure every project is a success.Your duties will...

Job Title: Financial AdministratorWe are seeking an experienced and skilled Financial Administrator to join our team in Stamford. As a key member of our team, you will provide administrative support to financial advisers and contribute to the delivery of our high-quality services to clients.Our client is a leading wealth management firm, offering a range of...

Are you an experienced professional looking for a challenging and rewarding part-time role? Artemis Recruitment Consultants Ltd has an exciting opportunity for a Wealth Management Administrator to join their team in Burgess Hill.In this role, you will work closely with financial advisers and mortgage advisers to provide administrative support and build...

Salary and BenefitsA very generous salary is being offered, along with a company bonus and excellent benefits package, including 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, and a discretionary up to 10% company annual bonus.Our compensation...

The role of Product Development Specialist at Talented People Solutions Commercial Ltd involves leveraging engineering expertise to drive project success. Key responsibilities include leading equipment and process design, generating fabrication drawings, and performing technical support for clients.As a Product Development Specialist, you will work closely...

As a Senior Wealth Advisory Manager at Law Consultants, you will play a pivotal role in shaping our Personal Wealth offering, leveraging your expertise to deliver exceptional client service and drive team growth.The Personal Wealth Team is a dynamic group of professionals, led by renowned lawyers who excel in advising high net worth individuals on all...