Wealth Planner

kingswood-group.com; Kingswood; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Kingswood is seeking an experienced Wealth Planner to provide comprehensive financial planning solutions. The ideal candidate will build client relationships, manage investment strategies, and ensure optimal financial guidance across various wealth bands. Strong numeracy and attention to detail are essential. Benefits include annual leave, contributory pension, and private healthcare, with opportunities for career development and community engagement.

Benefits

26 days annual leave including a birthday off

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Charity volunteer days

Employee recognition

Career Development

Cycle to work scheme

Qualifications

• Experience in managing private client relationships with a focus on financial advice.
• Knowledge across a range of financial products and asset classes.
• Ability to work with clients across all wealth bands.

Responsibilities

• Form key client relationships and collaborate with Investment Managers.
• Provide a wide range of financial planning solutions and conduct annual reviews.
• Prepare, present, and implement advice recommendations.

Skills

Client relationship management

Financial planning solutions

Numeracy skills

Attention to detail

Understanding of multiple currencies

Education

Level 4 in Regulated Financial Planning

Job description

Are you an experienced Wealth Planner looking for your next opportunity?

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.

This role will be based out of our Hessle location where you’ll join a very passionate and talented group of individuals!

What you’ll do as a Wealth Planner:

• You will form key client relationships and collaborate with Investment Managers to increase client engagement
• Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
• Growing your client bank organically through referrals and developing relationships with professional connections
• Prepare, present and implement advice recommendations and cash flow modelling reports
• Responsible for some general administrative tasks as part of the scope for this role
• Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
• Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

In addition to these responsibilities, you’ll also receive full access to a market-leading App, Kingswood Go, where you’ll be able to refer and promote within your own client base.

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

What we are looking for:

• Qualified to a minimum of level 4 in Regulated Financial Planning
• Experiencing in managing private client relationships and providing financial advice
• Knowledge across a range of products and asset classes
• The ability to work with clients across all wealth bands and providing 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

We provide a clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients.

Our benefits

• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

About Kingswood

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £10 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

Our Diversity, Equality and Inclusion commitment

At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.