Private Client Solutions Specialist

6 days ago


Hessle and Hill Top, United Kingdom Kingswood Group Full time

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 Us

Kingswood Group is a leading 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.
Our Benefits
  • An estimated salary of £50,000 - £70,000 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.


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    We're seeking an experienced Investment Solutions Coordinator to join our team at Kingswood Group. As a key member of our investment team, you'll work closely with clients to provide tailored investment solutions and conduct regular portfolio reviews.Job SummaryWe're offering a highly competitive salary of £55,000 - £75,000 per annum, plus a bonus...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    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...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    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...


  • Hessle and Hill Top, United Kingdom Talented People Solutions Commercial Ltd Full time

    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...


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    We are excited to partner with a leading engineering business to find a skilled Design Engineer to join their team. This challenging and rewarding role offers the chance to work on a variety of projects, focusing on equipment design, development, and technical solutions.As a Design Engineer, you will be responsible for managing projects from concept through...


  • Cambridgeshire and Peterborough, United Kingdom BWF Legal Recruitment Full time

    At BWF Legal Recruitment, we are seeking an experienced Private Client Specialist to join our team. This is an exciting opportunity for a skilled professional to manage a busy and varied caseload of private client work, including wills and probate, LPAs, Court of Protection, and tax and trust matters.We offer a competitive salary of £60,000-£80,000 per...


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    About the RoleThis is an exciting opportunity for a skilled Technical Solutions Engineer to join our client's team. As a Technical Solutions Engineer, you'll be responsible for managing projects from concept through delivery, ensuring quality, efficiency, and compliance.Responsibilities:Develop tailored solutions for clients, working closely with internal...


  • Cambridgeshire and Peterborough, United Kingdom BWF Legal Recruitment Full time

    Private Client Opportunity at BWF Legal RecruitmentWe are seeking an experienced Private Client Specialist to join our team at BWF Legal Recruitment. The ideal candidate will have substantial experience in managing a full caseload of private client work, including:Wills and ProbateLPAs (Lasting Powers of Attorney)Court of ProtectionTax and Trust MattersThe...


  • Hessle and Hill Top, United Kingdom Rockfield Specialist Recruitment Full time

    Rockfield Specialist Recruitment is seeking a Customer Experience Agent to join their team, providing exceptional customer service and technical support to clients.About the RoleThis is a fantastic opportunity to work with a growing company, delivering high-quality support services to clients across various industries.Key ResponsibilitiesYour key...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    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.


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    Job Title: Technical Solutions ProfessionalCompany Overview: Consortium Professional Recruitment is dedicated to connecting talented professionals with top engineering businesses. By joining our team, you'll contribute to delivering cutting-edge solutions that meet the evolving needs of our clients.Salary: The estimated annual salary for this position is...


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    About the Company:Our client is a world-renowned engineering business that values innovation, collaboration, and excellence. We specialize in equipment design, development, and technical solutions, and we are excited to partner with a skilled Design Engineer to join our team.This role involves managing projects from concept through delivery, ensuring...


  • Hessle and Hill Top, United Kingdom Rockfield Specialist Recruitment Full time

    Rockfield Specialist Recruitment is looking for a highly motivated and experienced IT Service Delivery Executive to join their team.About the JobThis exciting opportunity involves providing exceptional customer service and technical support to clients, ensuring that their systems are operational and meeting their needs.Key ResponsibilitiesYour key...


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    Company Overview: Consortium Professional Recruitment is proud to partner with a world-renowned engineering business, offering a unique opportunity to work on diverse projects, focusing on equipment design, development, and technical solutions. Our client values innovation, collaboration, and excellence, making it an ideal fit for skilled professionals like...

  • Helpdesk Specialist

    3 days ago


    Hessle and Hill Top, United Kingdom Rockfield Specialist Recruitment Full time

    BenefitsThis role provides an excellent opportunity to be a pivotal part of the support team in ensuring the best possible experience for customers, assisting in the growth and development of the client base and the business.


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    We are seeking a highly skilled Financial Planning Consultant to join our team at Kingswood Group. As a leading global provider of trusted wealth planning and investment management solutions, we offer a unique opportunity to work with clients across all wealth bands and provide the very best support and guidance to those with little to no financial...


  • Hessle and Hill Top, United Kingdom Sowden & Sowden Full time

    Welcome to Sowden & Sowden, a leading digital agency that's passionate about delivering innovative marketing solutions to our clients. We're excited to announce a new opportunity for a talented Head of Client Services to join our team!About the AgencyWith over 40 years of experience in the industry, we've built a trusted reputation as experts in our field....


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    About the RoleWe are seeking an experienced Senior Engineering Specialist to join our client's team. As a key member of the design team, you will be responsible for developing and implementing cutting-edge design solutions.This is an exciting opportunity to work on a wide range of projects, from conceptual design to final delivery. You will be part of a...


  • Hessle and Hill Top, United Kingdom Consortium Professional Recruitment Full time

    **Job Overview**Consortium Professional Recruitment is partnering with a leading client to find an exceptional Senior Design Engineer. Based near Hull, this exciting opportunity involves collaborating with a talented project team to create innovative engineering solutions for high-voltage transmission projects.Your primary responsibility will be to lead the...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    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...