Kingswood Group

Join our Wealth Management team in Glasgow as a Client Liaison Administrator. You will provide crucial support to advisors and clients, managing diverse queries using XPLAN. This permanent role requires prior industry experience and offers excellent benefits including private healthcare and caree...

Join our Wealth Management team in Penn as a Client Liaison Administrator. You will provide crucial support to advisors and clients, managing diverse queries using XPLAN. This permanent role requires relevant experience and offers private healthcare, a pension, and 26 days' leave.

Join our Wealth Management team in Egham as a Client Liaison Administrator. You will provide vital support to advisors and clients, managing diverse queries using XPLAN. This permanent role requires prior industry experience and offers excellent benefits including private healthcare and career de...

Join our Wealth Management team as a Client Liaison Administrator in Newcastle or Newton Aycliffe. This 12-month contract role requires experience in wealth planning and exceptional client relationship skills. You will support advisors, manage diverse queries, and process key paperwork. We offer ...

Join our passionate team in Abingdon as a Chartered Wealth Planner. Provide holistic financial advice and build lasting relationships with a diverse portfolio of clients. Enjoy a comprehensive benefits package and a clear bonus structure for your success.

Join our passionate team in Faversham as a Wealth Planner. Provide tailored financial planning and advice to a diverse private client base. This role requires a Level 4 qualification and strong relationship management skills. We offer private healthcare, generous leave, and a supportive environment.

Join our passionate team in Lincoln as a Wealth Planner. You will provide tailored financial planning solutions and advice to a diverse private client base. This role requires a Level 4 qualification and experience with various products and asset classes. We offer private healthcare, generous lea...

Join our passionate team in Hessle as a Wealth Planner. Provide expert financial planning and advice to a diverse client base, managing relationships and crafting tailored solutions. This role requires a Level 4 qualification and strong client management experience. Enjoy a competitive package in...