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Job Location | Sheffield |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £6 billion of Assets under Management. It has a growing network of offices across the UK as well as officesin New York and Johannesburg. Clients range from private individuals to some of the UKs largest universities. The Groups vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinnedby investment in people and innovation in technology to support our advisers and clients. This role will be working within the Client experience, marketing and communications team.This is a key role within the business, providing support to our Wealth Planners on financial strategies, plans and products to clients.Reporting to the Vice President - Wealth Planning, this is a pivotal role for the team and will involve developing and maintaining internal relationships to help maintain the flow of business in line with company strategy.RESPONSIBILITIES1. Preparation of Advice
Keyskills :
Financial PlanningMicrosoft ExcelParaplanningWealth Management