Kingswood Group
Location
Egham, Surrey | United Kingdom
Job description
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 a Junior Wealth Planner, you will acquire new clients, through referrals, and by pro-actively presenting our service to potential clients and to introducers such as lawyers and other professional advisers. You will also service a book of existing clients.
Wealth Planners lead all client relationships and act as the principle point of contact and are responsible for delivering advice from our wide range of services. Wealth Planners also have the primary responsibility for the growth of our business with a focus on new asset generation and revenue growth.
This is an FCA regulated role, and the role holder is responsible for their compliance with regulatory and professional standards and for their ongoing technical competence and professional development.
The role is based in our Egham branch.
Our benefits
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.
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