Wealth Planner

Kingswood Group; Redcar; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Redcar seeks an experienced Wealth Planner to provide clients with tailored financial planning solutions. Responsibilities include forming client relationships, presenting advice recommendations, and collaborating with Investment Managers. Ideal candidates will possess a minimum Level 4 qualification in Regulated Financial Planning and strong numeracy skills. The firm emphasizes a diverse workforce and offers various benefits including annual leave and private healthcare.

Benefits

25 days annual leave

Extra day off for your birthday

Cycle to work scheme

Life Assurance

Private healthcare

2 paid volunteering days

Enhanced Maternity and Paternity pay

Qualifications

• Experience in managing private client relationships.
• Knowledge across a range of products and asset classes.
• Strong ability to support clients with financial knowledge.

Responsibilities

• Form key client relationships and collaborate with Investment Managers.
• Provide a wide range of financial planning solutions.
• Prepare, present, and implement advice recommendations.

Skills

Client relationship management

Financial planning expertise

Numeracy skills

Attention to detail

Education

Level 4 in Regulated Financial Planning

Job description

Overview

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

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.

This role will be based out of our Redcar location 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 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
• Growing 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 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 level 4 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 the very best support and guidance 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 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.

Benefits

• 25 days annual leave
• An extra 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 employees

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.

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.