Chartered Wealth Planner

Kingswood Group; Egham; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading wealth management firm in Egham is seeking a Chartered Wealth Planner to manage a retiring adviser's client base. The role requires building client relationships, offering comprehensive financial planning solutions, and the ability to empathize with diverse clients, ensuring a tailored service is provided.

Benefits

26 days annual leave including a day off for your birthday

Cycle to work scheme

Life Assurance

Private healthcare

2 paid volunteering days per year

Enhanced Maternity and Paternity pay

Qualifications

• Minimum of 5 years direct experience in wealth and financial planning.
• Experienced in managing private client relationships.

Responsibilities

• Build relationships with around 70 clients ranging from medium to ultra-high net worth.
• Provide a wide range of financial planning solutions.

Skills

Empathy

Strong numeracy skills

Attention to detail

Tact and diplomacy

Education

Chartered in Regulated Financial Planning

Job description

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

We are currently looking to appoint an individual to take over the client base of an adviser who is retiring in 2026, after 30 years in the industry, having successfully merged their family business with Kingswood. You must have at least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions. We are seeking an empathetic individual who is prepared to go the extra mile to support and serve our long-standing clients.

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

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.

What you’ll do as a Wealth Planner:

• You will form key client relationships with around 70 clients ranging from medium net worth to ultra-high net worth portfolios
• Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance
• Grow your client bank organically through referrals and developing relationships with professional connections
• Prepare, present and implement advice recommendations, cash flow modelling reports and provide bespoke servicing that is tailored to each individual client
• Responsible for some general administrative tasks as part of the scope for this role
• Working directly with a named Client Liaison Administrator and Paraplanner to ensure a first-class client experience

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 Chartered 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 support and guidance to clients with little to no financial knowledge
• Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
• Experience in managing relationships and handling sensitive situations with tact and diplomacy.

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

Here 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 employees.

That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:

• 26 days annual leave – including a day of for your birthday!
• Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare – you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years’ service)
• 2 paid volunteering days – per year, for you to dedicate your time to a cause you are passionate about.
• Enhanced Maternity and Paternity pay for all our Kingswood Group

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

• Support and empower – we recognise others’ contributions and collaborate to support success.
• Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
• Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility – we treat others fairly and always learn from our mistakes.