Are you an experienced Wealth Planner looking for your next opportunity?
We are currently seeking a professional with direct client experience in providing wealth and financial planning solutions. You will ensure clients, big or small, receive appropriate guidance to make informed financial decisions.
This role is based in Redcar, where you will join a passionate and talented team.
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed wealth management group with over 19,000 active clients and approximately £9 billion in Assets under Management. We have offices across the UK, in New York, and Johannesburg, serving clients from private individuals to major UK universities. Our vision is to become a leading global provider of trusted wealth planning and investment management solutions, supported by investment in people and innovative technology.
Key responsibilities of a Wealth Planner include:
* Building key client relationships and collaborating with Investment Managers to enhance engagement
* Working directly with clients to provide a variety of financial planning solutions and conducting annual reviews
* Growing your client base through referrals and professional networking
* Preparing, presenting, and implementing advice recommendations and cash flow models
* Handling administrative tasks related to your role
* Coordinating with Client Liaison Administrators and Paraplanners for a seamless client experience
* Maintaining professional competency through ongoing CPD hours
You will also have full access to Kingswood Go, a market-leading app for referring and promoting within your client base. Additional tasks may be assigned as reasonably requested by your line manager, with appropriate training provided.
Qualifications and experience required:
* Minimum Level 4 qualification in Regulated Financial Planning
* Experience managing private client relationships and providing financial advice
* Knowledge of various products and asset classes
* Ability to support clients across all wealth levels, including those with little or no financial knowledge
* Strong numeracy skills, attention to detail, and experience handling multiple currencies
We offer a transparent bonus structure for new client acquisition and retention growth.
At Kingswood Group, we value diversity and are committed to creating an inclusive environment. We celebrate differences and continuously improve our policies to support all employees. Joining us, you'll contribute to our core values and benefit from career development opportunities, recognition programs, and a supportive culture.
Our core benefits include:
* 25 days annual leave
* Additional day off for your birthday
* Cycle to work scheme
* Life Assurance
* Private healthcare (via Vitality)
* Two paid volunteering days per year
* Enhanced maternity and paternity pay
ONE KINGSWOOD
Our 'One Kingswood' culture emphasizes support, respect, evolution, inclusivity, and responsibility. We expect all employees to embody these behaviors to foster a unified and vibrant workplace.
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