We are looking for an enthusiastic individual to join our dynamic team as Trainee Wealth Planner. This is a great opportunity to gain hands-on experience, receive comprehensive training, and build a successful career in the world of finance.
Our Wealth Planners lead all client relationships and act as the principle point of contact. They are responsible for delivering advice from our wide range of services and also have the primary responsibility for the growth of our business with a focus on new asset generation and revenue growth.
This is an FCA regulated role, and the role holder is responsible for their compliance with regulatory and professional standards and for their ongoing technical competence and professional development.
Qualifications/Skills required for the Trainee Wealth Planner role:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audience
- 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
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
Our Diversity, Equality and Inclusion commitment
At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.