Company: Kingswood Group
Are you an experienced Paraplanner looking for your next role? We have a fantastic opportunity for a talented individual to join our team in Penn on a full-time, permanent contract. As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial planning reports. Kingswood Holdings Limited [...]Read More... from Paraplanner See details
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Client Liaison Administrator to join our team in Penn or Egham on a full-time permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you’ll be the first person our advisors and clients will contact; therefore, [...]Read More... from Client Liaison Administrator See details
We are looking to appoint an individual on a full time, permanent basis to join us as a Change Lead. You’ll be responsible for leading on change projects and for creating change agendas within our growing business. In addition, you’ll also build the change frameworks and support in implementation across the business. This role would [...]Read More... from Change Lead See details
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield. Working alongside our team of experts, as Client Liaison Administrator, you’ll be the first-person our advisors and clients will contact therefore, you’ll be someone who has experience of adapting to [...]Read More... from Client Liaison Administrator See details
Are you an experienced Wealth Planner looking for your next opportunity? 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 advice to make the correct financial decisions. This role [...]Read More... from Wealth Planner See details
