Wealth Planner Job at Kingswood Group (Lincoln)

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Chartered Wealth Planner

We're looking for someone with at least 5 years direct experience working with c...

Location

United Kingdom , Abingdon

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

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

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

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

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Faversham

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 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 the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

25 days annual leave
An extra day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days
Enhanced Maternity and Paternity pay

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Hessle

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 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 the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Financial Planner

Join a growing wealth management firm where you can make a real difference by he...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5+ years in wealth management with knowledge in financial planning and investment strategies
Proficient with Schwab platform
Experience with eMoney and Redtail CRM is a plus
Bachelor’s degree required
FINRA Series and CFP® or ChFC® is a plus but not mandatory
Strong analytical and problem-solving skills
Ability to clearly communicate with clients and handle sensitive information professionally
A strong drive to grow and succeed professionally

Job Responsibility

Build personalized financial strategies using top tools and resources
Meet with clients, take notes, and follow up on action items
Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support
Check financial documents for accuracy, including insurance, earnings, and expenses
Help prepare recommendations for life, disability, and long-term care insurance
Track client interactions using CRM software and handle communications with custodians and Broker-Dealers
Help create client presentations and investment reports

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Wealth Planner

We are seeking a Wealth Planner to join our team based in Leeds, at the Senior A...

Location

United Kingdom , Leeds

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Relevant experience within a wealth planning role within financial services industry
Likely to have background in wealth planning or other related functions
Has built relationships with a portfolio of clients and prospects, and comfortable networking
Familiar with defining the right advisory and investment solutions using a broad range of financial instruments, partnering with products and services teams
Understands Risk within context of the role and meets the regulatory obligations, as applicable
Qualified Adviser – Certified as an “Adviser” – specified as a Wealth Planner in accordance with the relevant Training & Competency Scheme. Level 4 as a minimum, Level 6/7 desirable
Proven threshold competent and operate with a full understanding of Risk within a regulatory framework
Fluent in English

Job Responsibility

To be responsible for the management of a portfolio of clients
To be fully competent in providing holistic Wealth Planning advice
To develop and implement an integrated Wealth Planning proposition which will result in the growth of fee income and assets under management for Brown Shipley
To work closely with senior colleagues to ensure that high level Wealth Planning advice is provided to clients of the firm within the areas of: 1. Pensions, 2. Estate Planning, 3. Investment Structuring. 4. Insurance and 5. Cash Flow Planning
To meet agreed revenue and business targets as required by Brown Shipley to meet the company’s agreed business plan
To conduct your business in accordance with FCA Rules and Internal compliance requirements
To manage and deliver high level Wealth Planning advice including pensions and tax based financial products to clients of Brown Shipley, in accordance with established Wealth Planning procedures and the T&C regime of the business
Lives by a Risk Culture – has an excellent understanding of the business and related risks
Provides holistic wealth management advice to support the achievement of the clients’ overall objectives
Results focused, open for business enhancing and developing Quintet’s name and brand

Senior Financial Planning Supervisor

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team base...

Location

United Kingdom , Birmingham; Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc)
Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets
Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards
In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance
Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively

Job Responsibility

Assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business
Instilling a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme
Providing overall support to the business head with regards to sales and suitability framework
Fostering a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness
A place where you can belong
Collaborative Areas
More than work
Flexible working arrangements
Hybrid working

Fulltime

Wealth Planner

Kingswood Group

Location:
United Kingdom , Lincoln

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 09, 2025

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