Are you an experienced Wealth Planner looking for your next opportunity?
We are currently seeking an individual with direct client experience in providing wealth and financial planning solutions. You will ensure each client, big or small, receives appropriate guidance and advice to make informed financial decisions.
This role is based in Faversham, where you will join a passionate and talented team.
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed wealth management group, serving over 19,000 clients with approximately £9 billion in Assets under Management. We have offices across the UK, in New York, and Johannesburg, serving a diverse client base including private individuals and major UK universities. Our vision is to become a leading global provider of trusted wealth planning and investment management solutions, driven by investment in people and technological innovation.
What you’ll do as a Wealth Planner:
1. Build and maintain key client relationships, collaborating with Investment Managers to enhance engagement.
2. Provide comprehensive financial planning solutions and conduct annual reviews with clients.
3. Grow your client base organically through referrals and professional networking.
4. Prepare, present, and implement advice recommendations and cash flow models.
5. Handle administrative tasks related to your role.
6. Coordinate with Client Liaison Administrators and Paraplanners to ensure a seamless client experience.
7. Maintain professional competence through ongoing CPD hours.
You will also have access to Kingswood Go, a market-leading app, to support your client referrals and promotions.
This list is not exhaustive; additional tasks may be assigned as needed with appropriate training and guidance.
What we are looking for:
* Qualified at least to Level 4 in Regulated Financial Planning.
* Experience managing private client relationships and providing financial advice.
* Knowledge of various products and asset classes.
* Ability to support clients across all wealth levels, including those with limited financial knowledge.
* Strong numeracy, attention to detail, and experience dealing with multiple currencies.
We offer a transparent bonus structure for new client acquisition and retention of existing clients.
At Kingswood Group, we value diversity and are committed to an inclusive culture. We celebrate differences and continuously improve our policies to support all employees. Joining us, you can contribute to our values and enjoy opportunities for career development and recognition.
Our core benefits include:
* 25 days annual leave
* Additional day off for your birthday
* Cycle to work scheme – Save on commuting costs with our bike scheme.
* Life Assurance – Lump sum payout to your family if you pass away in service.
* Private healthcare – Coverage for you and your family through Vitality, including free annual eye tests (after one year of service).
* Two paid volunteering days annually.
* Enhanced maternity and paternity pay.
ONE KINGSWOOD
We promote a unified culture through our ‘One Kingswood’ behaviours:
* Support and empower – recognize contributions and collaborate for success.
* Demonstrate Respect – listen and consider the impact of words and actions.
* Continuously Evolve – stay curious, provide feedback, and support growth.
* Champion Inclusivity – embrace individuality and foster openness.
* Uphold Responsibility – act fairly and learn from mistakes.
#J-18808-Ljbffr