Wealth Planner, Beverley

Kingswood Group
Woodmansey, UK
Closing date
26 Sep 2020

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Kingswood is seeking a Wealth Planner to work in its Beverley office. This is a key role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our investment managers.

There will be a considerable number of clients to inherit as the new Wealth Planner will initially work alongside an existing Wealth Planner as he retires from the company. This will give further potential for ongoing new business work and referrals so it is therefore important to have the ability to build trust with long standing clients.

Wealth Planners lead all client relationships and act as the principle point of contact and are responsible for delivering advice from our wide range of services. Wealth Planners also have the primary responsibility for the growth of our business with a focus on new asset generation and revenue growth.

This is an FCA regulated role and the role holder will be responsible for compliance with regulatory and professional standards and for their ongoing technical competence and professional development.

The successful candidate will:
  • have the ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge.
  • have the ambition to move towards Chartered status if not already attained.
  • have strong sales and presentation skills.
  • have at least 5 years' relevant experience

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to provide feedback on all applications; only successful candidates will be contacted.
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