Hello, and thanks very much for your interest in KW Wealth. We’re delighted to hear from you and we hope this short guide will give you a useful introduction to us.
KW Wealth is a people business and we work in one of the most exciting markets in the world – UK private wealth. A personal approach and human contact lie at our core.
Our clients are the most important people to us, they always have been and always will be. To look after our clients we need to be a great team. We are a team of experienced professionals with a culture of openness, fun and a determination to deliver excellence.
If you are motivated, talented, and want to build a lifetime career looking after brilliant clients, we’d love to hear from you! Please get in touch.
Job description – Wealth Planner
This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our investment managers.
Job description - Quality Assurance Manager
This role has responsibility for T&C across KW Wealth and for quality assurance of our wealth planning advice, including pensions advice. It is an exciting opportunity to take a key leadership role in a fast-growing client-centric business.
Job description – Investment Manager
This role is responsible for creating and managing client investment portfolios, following our agreed investment strategy with any customisation appropriate to client requirements. It is a critical client advisory and relationship role offering excellent career prospects.
Job description - Associate
This role is responsible for providing full administrative support to the advisor. This role will be based in our East Malling office.
Job description - SQL Report Writer
To complete any combination of the Management Systems and Control tasks below in a timely and professional manner.
Job description - Digital Client Finder
Job description - Paraplanner
This is a key role within the business, providing support to our Wealth Planners on financial strategies, plans and products to clients.
The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.