Wealth Planner Job at Kingswood Group (Hessle)

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Wealth Planner

Join us as a Wealth Planner, where you'll play a key role in helping clients sha...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised financial planning qualification at RDR Level 4 or above
A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client
Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection
A careful approach to identifying and managing risk, while consistently 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

Gain access to wellness rooms, gyms and mental health support
Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions
Modern spaces designed for teamwork and brainstorming
There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering

Fulltime

Wealth Planner

Join us as a Wealth Planner and become a key member of a group delivering bespok...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

RDR Level 6 Financial Planning qualification
Previous financial planning experience within a regulated environment
Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and stakeholders
Remarkable relationship management skills, essential for maintaining long-term client engagement and delivering tailored financial solutions
Ability to interpret and communicate multi-layered regulatory requirements effectively, with the flexibility to relate to and accommodate a diverse range of personalities
Sound commercial judgement and a solid understanding of the Financial Services Industry, particularly the business impact of the regulatory environment

Job Responsibility

Provide bespoke financial advice on Pensions, Off-Shore Bonds, Protection and Tax Efficient investments helping clients achieve their wealth structuring needs
Foster long-term client relationships and offer highly technical, regulated advice to meet clients' financial goals
Navigate the complexities of the UK regulatory framework
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Identification of market trends, new features, regulatory requirements and potential risks
Response to customer inquiries, resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers
Assistance with the development and execution of marketing materials for the product
Participation in training sessions and workshops to share product knowledge and expertise
Participation in events, conferences and other networking opportunities to showcase the product and generate interest

What we offer

Access to a network of specialists
Supportive environment
Opportunity to advance career
Cycle or run to work support
CoSpace drop-in co-working space
Wellness Suite including gym, exercise studios, personal training sessions and massage therapy
Advanced trading floors
Inclusive culture

Fulltime

Wealth Planner

Reporting directly into a Partner, you will maintain and develop existing relati...

Location

United Kingdom , Cambridgeshire

Salary:

75000.00 - 90000.00 GBP / Year

Broster Buchanan

Expiration Date

Until further notice

Requirements

Experience in private client wealth planning
Interpersonal skills to develop and maintain client trust and inspire confidence
Articulate – able to communicate effectively and professionally in verbal and written form
Solutions orientated and imaginative in creating these solutions
Commercial mindset
Motivated, ambitious and hard-working
Comprehensive understanding of key areas of financial planning and generic solutions
Accuracy, numeracy, attention to detail
Ability to meet deadlines / work within restricted timescales
Flexible and reliable team member

Job Responsibility

Manage a number of existing clients to provide high quality financial planning
Meet any agreed fees targets and KPI’s
Deliver financial planning and service to clients to a professional standard
Delegate as appropriate and communicate clearly with the team
Undertake client review process with agreed frequency of contact
Support and assist in implementing marketing initiatives with Partners
Undertake appropriate professional development and training
Operate within the compliance and professional standards of the business

Fulltime

Wealth Planner

This job is responsible for working with Financial Advisor (FA) teams to provide...

Location

United States , Coraopolis

Salary:

Not provided

The Muse

Expiration Date

Until further notice

Requirements

Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B
CFP® or CPWA® designation preferred or obtain and/or maintain at least one firm approved designation
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Possess and demonstrate strong communication skills
Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk

Job Responsibility

Leverages extensive financial data to identify possible solutions to meet client needs and goals
Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
Engages with specialists and partners to address client needs and deliver solutions

What we offer

FSA
HSA
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Short-Term Disability
Long-Term Disability
Pet Insurance
Mental Health Benefits

Fulltime

Wealth Planner

Join us as a Wealth Planner, where you’ll play a key role in helping clients sha...

Location

United Kingdom , Birmingham; Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised financial planning qualification at RDR Level 4 or above
A working knowledge of financial markets, products, and regulatory frameworks
Ability to use digital tools to support client conversations
A careful approach to identifying and managing risk

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Drive business growth through effective relationship-building and delivering tailored solutions
Work closely with new and existing clients to understand their long-term goals and provide bespoke solutions
Collaborate with our Wealth Acquisition team to support new client growth
Use digital tools and platforms to enhance client engagement and stay connected to market trends
Establish and nurture profitable partnerships with both corporate and individual clients
Manage client relationships to identify the clients financial goals, challenges, and risk tolerance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design customised solutions that address the client's specific needs and objectives
Communicate the value proposition of proposed solutions

What we offer

Wellness rooms
gyms
mental health support
modern workspaces
collaborative areas
state-of-the-art meeting rooms
on-site cafeterias
fitness centers
tech-equipped workstations

Fulltime

Wealth Planner

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

Location

United Kingdom , Lincoln

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

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

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

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