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For Companies At a Glance
- Tasks: Build client relationships and provide tailored financial planning solutions.
- Company: Join Kingswood Group, a leader in wealth management with a commitment to inclusivity.
- Benefits: Enjoy 25 days annual leave, private healthcare, and a cycle to work scheme.
- Why this job: Make a real impact by helping clients navigate their financial futures in a supportive culture.
- Qualifications: Must have level 4 qualification in Regulated Financial Planning and experience in client management.
- Other info: Access market-leading tools and a clear bonus structure for client acquisition.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Join to apply for the Wealth Planner role at Kingswood Group.
Are you an experienced Wealth Planner looking for your next opportunity? This role is based in Sheffield and offers access to market-leading tools to support your client work.
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
- Grow 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 Kingswood Go, a market-leading App, to refer and promote within your own client base. This list is not exhaustive, and you may be asked to undertake other tasks as reasonably requested by your line manager with appropriate training and guidance.
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
- Ability to work with clients across all wealth bands and provide the best support 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 retention of existing clients.
Benefits
- 25 days annual leave
- An extra day off for your birthday
- Cycle to work scheme
- Life Assurance
- Private healthcare (through Vitality) with annual eye tests
- 2 paid volunteering days per year
- Enhanced Maternity and Paternity pay
ONE KINGSWOOD: Kingswood is committed to creating a unified culture across locations. All employees are expected to embody our values: support and empower, demonstrate respect, continuously evolve, champion inclusivity, and uphold responsibility.
Seniorities and Employment
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
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Wealth Planner employer: Kingswood Group
Contact Detail:
Kingswood Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working at Kingswood Group. Attend industry events or webinars to make connections and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the Kingswood Go app and its features. Being knowledgeable about the tools they offer will not only impress during interviews but also show your enthusiasm for the role.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and providing financial advice. Have specific examples ready that demonstrate your ability to grow a client bank and handle diverse financial needs.
✨Tip Number 4
Stay updated on the latest trends in financial planning and investment products. This knowledge will help you engage effectively with clients and showcase your expertise during the interview process.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your level 4 in Regulated Financial Planning. Emphasise your experience in managing private client relationships and providing financial advice, as these are key aspects of the Wealth Planner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build client relationships. Mention specific examples of how you've successfully grown a client bank or provided tailored financial solutions in the past.
Highlight Relevant Skills: In your application, focus on your strong numeracy skills and attention to detail. Discuss your experience with various products and asset classes, and how you can support clients with varying levels of financial knowledge.
Showcase Continuous Professional Development: Mention any relevant CPD activities you've completed or are currently pursuing. This demonstrates your commitment to maintaining competency and staying updated in the financial planning field, which is crucial for this role.
How to prepare for a job interview at Kingswood Group
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products and asset classes. Be prepared to discuss how these can be tailored to meet different client needs, especially for those with little to no financial knowledge.
✨Demonstrate Relationship-Building Skills
Since forming key client relationships is crucial, think of examples from your past experiences where you've successfully built rapport with clients. Highlight how you’ve grown your client bank through referrals and professional connections.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Prepare to discuss how you would handle specific client situations, including conducting annual reviews and presenting advice recommendations.
✨Show Commitment to Professional Development
Kingswood values continuous learning, so be ready to talk about your commitment to ongoing professional development. Mention any relevant CPD hours you've completed and how you stay updated with industry trends.
