Wealth Planner: Grow Client Wealth & Financial Plans

Kingswood Group; Faversham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Faversham is seeking a motivated Wealth Planner to provide comprehensive financial planning solutions to clients. Successful candidates will have a passion for client relationship management and proven expertise in financial advice. You will help clients navigate multiple products and asset classes to meet their financial goals. The firm offers an inclusive culture and a range of employee benefits to support your personal and professional growth.

Benefits

25 days annual leave

Birthday leave

Cycle to work scheme

Life Assurance

Private healthcare

2 paid volunteering days

Enhanced maternity and paternity pay

Qualifications

• Qualified to a minimum of level 4 in Regulated Financial Planning.
• Experience managing private client relationships and providing financial advice.
• Knowledge across a range of products and asset classes.

Responsibilities

• Form key client relationships and collaborate with Investment Managers.
• Provide a wide range of financial planning solutions to clients.
• Grow client bank through referrals and professional connections.
• Prepare, present, and implement advice recommendations.

Skills

Client relationship management

Financial planning knowledge

Strong numeracy skills

Attention to detail

Multi-currency management

Education

Level 4 in Regulated Financial Planning

Job description

A leading wealth management firm in Faversham is seeking a motivated Wealth Planner to provide comprehensive financial planning solutions to clients. Successful candidates will have a passion for client relationship management and proven expertise in financial advice. You will help clients navigate multiple products and asset classes to meet their financial goals. The firm offers an inclusive culture and a range of employee benefits to support your personal and professional growth.