Wealth Planner Jobs

Wealth Planner

Kingswood Group

Location:
United Kingdom, Hessle

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions. This role will be based out of our Hessle location where you’ll join a very passionate and talented group of individuals!

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

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

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
Clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients
Full access to a market-leading App, Kingswood Go

Additional Information:

Job Posted:
December 09, 2025

Work Type:

Hybrid work

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