Wealth Planner in Hessle

Location

Hessle, England, United Kingdom

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

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
• Experience 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 provide the very best support and guidance to clients with little to no financial knowledge
• Strong numeracy skills, attention to detail and experience dealing with multiple currencies

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

Our Benefits

• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• 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 approximately £10 billion of assets under management. It operates offices across the UK and 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, 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 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 continually learn and improve our processes and policies to ensure an inclusive culture for all Kingswood colleagues. Join us on our journey and apply today.

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.