Financial Services Professional
2 days ago
About the Role
We are looking for 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.
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.
What We Are Looking For
To be successful in this role, you will need to be qualified to a minimum of level 4 in Regulated Financial Planning. You should also have experience in managing private client relationships and providing financial advice, as well as knowledge across a range of products and asset classes.
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.
Our 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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