Strategic Wealth Manager

7 days ago


Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full time

We are seeking a skilled professional to join our team as a Strategic Wealth Manager. The ideal candidate will have direct experience working with clients to provide wealth and financial planning solutions. Key responsibilities include working directly with clients, providing a wide range of financial planning solutions, and conducting annual reviews.

Key Responsibilities
  • Work directly with clients, providing financial planning solutions and conducting annual reviews
  • Maintain competency through successful completion of continuing professional development hours
  • Undertake other tasks as reasonably requested by line managers, with appropriate training and guidance

Qualified to a minimum of level 4 in regulated financial planning, the ideal candidate will have experience in managing private client relationships and providing financial advice. Knowledge across a range of products and asset classes is also essential.

Benefits
  • Clear and transparent bonus structure for acquiring new clients and boosting retention of existing clients
  • 26 days annual leave, including a day off for your birthday
  • Cycle to work scheme and private healthcare

We celebrate and appreciate our differences, and we're continually learning and improving our processes and policies to ensure an inclusive culture for all our employees.



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