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Chartered Wealth Planner

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Kingswood Group

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Location:
United Kingdom , Abingdon

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Category:
Finance

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Contract Type:
Not provided

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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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