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Wealth Management Specialist
2 months ago
We are seeking an experienced Wealth Planner to join our team at Kingswood Group. As a Wealth Planner, you will be responsible for providing high-quality financial planning solutions to our clients, ensuring their financial goals are met and exceeded.
Key Responsibilities- Form key client relationships and collaborate with Investment Managers to increase client engagement
- Provide a wide range of financial planning solutions and conduct annual reviews with clients
- Grow your client bank organically through referrals and develop relationships with professional connections
- Prepare, present, and implement advice recommendations and cash flow modelling reports
- Liaise directly with Client Liaison Administrators and Paraplanners to ensure a seamless client experience
- Maintain competency via successful completion of required continuing professional development (CPD) hours
- Qualified to a minimum of level 4 in Regulated Financial Planning
- Experience in managing private client relationships and providing financial advice
- Knowledge across a range of products and asset classes
- 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
- Strong numeracy skills, attention to detail, and experience of dealing with multiple currencies
- A clear and transparent bonus structure for acquiring new clients and boosting retention of existing clients
- A diverse and inclusive work environment that celebrates individuality and promotes employee recognition
- Access to a market-leading App, Kingswood Go, for referring and promoting within your own client base
- Enhanced maternity and paternity pay for all employees
- 26 days annual leave, including a day off for your birthday
- Cycle to work scheme and private healthcare
Kingswood Group is a leading integrated wealth management group with a growing network of offices across the UK, New York, and Johannesburg. We are committed to recruiting and maintaining a diverse workforce and promoting employee recognition and career development opportunities.
