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Location

Newbury, Berkshire | United Kingdom

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Job description

Kingswood is seeking an experienced Wealth Planner to work in its Newburyoffice. This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our Investment Managers.

As Financial Adviser/Wealth Planner at Kingswood Group, you will be responsible for working directly with our clients, to provide wealth and financial planning solutions, ensuring they are given the best possible advice to inform their financial decisions.

In return for your skills and experience, we'll ensure you're given the best support possible, with our team of client liaison administrators and paraplanners to hand to ensure you've the details our clients look for. We'll also, where applicable, provide study support and opportunities to progress within the Group.

We've recently invested in a market-leading App, Kingswood Go, which you'll be able to promote within your client base.

This role will provide a competitive salary with a clear and transparent bonus structure, so any clients you bring on board will earn you more, with existing clients' retention being rewarded.

The successful candidate will:

• Have a minimum of 5 years’ experience in managing private client relationships and providing financial advice.
• Have experience across a range of products and asset classes.
• Have the ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge.
• Be qualified and competent to provide advice with a valid SPS. Ambition to move towards Chartered Status if not already held.
• Have strong sales and presentation skills.
• Have the ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant and engaging service to clients
• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Life assurance
• Health insurance
• Employee recognition
• Recruitment referral
• 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. £9 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.

Department Advisers Locations Newbury Remote status Hybrid Remote

About Kingswood Group

At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We help you work towards your financial goals.

Founded in 2012

Co-workers 300 and growing!

Wealth Planner

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Job tags

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Salary