We are seeking to employ a Trainee Financial Planner who will play a pivotal role in the growth of our business over the next few years.
Kingsfleet Wealth was founded in 2010 and has only added clients through organic growth, primarily by referrals from Professionals and existing clients and now manages £100 million of client assets.
Consequently, we are not an ambitious business, we believe in servicing our existing clients well and looking after our new enquiries so that others are referred to us. This ensures that our focus is on our clients and their satisfaction alone - we find that when you do that well, new business just comes along.
Our purpose is important to us and that is to use our knowledge, qualifications and experience to advise those who need our help.
We are looking for someone who will initially work alongside the Financial Planners with a view to taking on their own portfolio of clients in approximately two years.
Shadowing Financial Planners in meetings
Preparation of reports following review meetings
Financial Planning reports for new enquiries
Working with the admin and paraplanning teams to provide top-class client service
In time, to take on your own portfolio of clients
There will be no requirement to generate your own business
You will be a competent and capable individual with a can-do attitude and the following skills:
You will already be making progress towards your (level 4) Diploma status or have completed it.
You will likely be an experienced administrator, a paraplanner or a trainee in another firm
You will have the ability to explain financial concepts to others in writing and verbally
Confident with numbers with a full attention to detail
Interested in people and able to converse with those from all backgrounds
Comfortable in asking questions in order to understand client motivation
Salary range between £28,000-£35,000
5% matched pension contribution
4 x Death in Service benefit
Fully expensed mobile phone
Sick pay and Private Medical Insurance (after qualifying period)
Access to Salary Sacrifice EV car purchase scheme (after qualifying period)
Flexible working arrangements
The right to work in the UK
Competent with Microsoft Office programmes
Fluent in both written and spoken English
Commenced study towards Diploma Level Financial Planning qualifications
Diploma Level Qualified
Familiarity with Intelliflo and Cashcalc or similar systems
To apply, please send your CV with a covering letter/email to firstname.lastname@example.org before the closing date (28th January 2022)