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Kingswood Group

Location:
United Kingdom, Abingdon

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We're looking for someone with at least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions. We are seeking an empathetic individual who is prepared to go the extra mile to support and serve our long-standing clients. This role will be based out of our Abingdon office where you’ll join a very passionate and talented group of individuals!

Job Responsibility:

Form key client relationships with around 70 clients ranging from medium net worth to ultra-high net worth portfolios
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance
Grow your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations, cash flow modelling reports and provide bespoke servicing that is tailored to each individual client
Responsible for some general administrative tasks as part of the scope for this role
Working directly with a named Client Liaison Administrator and Paraplanner to ensure a first-class client experience

Requirements:

Qualified to a minimum of Chartered in Regulated Financial Planning
Experiencing 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 providing support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
Experience in managing relationships and handling sensitive situations with tact and diplomacy
At least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions

What we offer:

26 days annual leave – including a day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days – per year
Enhanced Maternity and Paternity pay
Clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients

Additional Information:

Job Posted:
December 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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