Overview
Join to apply for the Wealth Planner role at Kingswood Group.
Are you an experienced Wealth Planner looking for your next opportunity? This role is based in Sheffield and offers access to market-leading tools to support your client work.
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
* Grow 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 Kingswood Go, a market-leading App, to refer and promote within your own client base. This list is not exhaustive, and you may be asked to undertake other tasks as reasonably requested by your line manager with appropriate training and guidance.
What We Are Looking For
* 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 best support 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 retention of existing clients.
Benefits
* 25 days annual leave
* An extra day off for your birthday
* Cycle to work scheme
* Life Assurance
* Private healthcare (through Vitality) with annual eye tests
* 2 paid volunteering days per year
* Enhanced Maternity and Paternity pay
ONE KINGSWOOD: Kingswood is committed to creating a unified culture across locations. All employees are expected to embody our values: support and empower, demonstrate respect, continuously evolve, champion inclusivity, and uphold responsibility.
Seniorities and Employment
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
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