Business Consultant, Product Specialist

Do you have experience in creating new, long-lasting relationships with financial advisers?

We are looking for someone to join us as a Business Consultant here at Kingswood Group!

Your role will be to acquire new business opportunities, working closely with the Kingswood Investment Management department and the IBOSS Business Development Team.

Kingswood Holdings Limited and its subsidiaries is an international, fully integrated wealth and investment management business listed on the AIM market of the London Stock Exchange with more than 8,000 active clients and £6.8bn Assets under Management.  It has a growing network of offices across the UK as well as offices in New York, San Diego & Atlanta and a presence in Johannesburg, South Africa.  Clients range from private individuals to some of the UK’s largest universities.  The Group’s vision is to become a leading international vertically integrated wealth planning and investment management business, underpinned by investment in people and innovation in technology to support our advisers and clients.  The Company is at an exciting point in its history with ambitious growth plans and £80m of secured capital to accelerate these plans.  Kingswood is currently in negotiation with 10 businesses that it is looking to acquire.

What you’ll do as a Business Consultant:

• To maintain the highest standards of adviser care, professional conduct, and regulatory compliance.
• Ensure that advisers are served and managed to the highest professional standards and in accordance with all relevant regulatory considerations.
• Deal with any ad hoc client requirements and ensure that adviser satisfaction with our services remains at a consistently high level.
• Follow the company’s operating policies and procedures, so that adviser servicing is conducted consistently and efficiently, and operational risks are appropriately managed  
• Work with Kingswood WP colleagues to identify opportunities on an individual and group basis to increase penetration of the IBOSS MPS and Kingswood Personal Propositions.
• Assist the BDM team to develop new channels of growth.
• Provide analysis reports and information to management on competitor propositions and their current and potential impact on Kingswood and IBOSS propositions and future growth.
• Provide feedback to the CIO, Head of Investment Management, and leadership team on MPS and Personal product range.
• Maintain close working relationships with colleagues in operations, compliance and other support areas, to ensure that client service is delivered in an efficient and effective manner.
• Identify opportunities for process improvement.
• Maintain and record one’s own continuous professional development relevant to the role, including a close ongoing understanding of the investment markets relevant to clients; awareness of developments in the investment industry; and a good understanding of relevant regulatory developments.

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

What we’re looking for:

• You’ll have experience in portfolio construction and all major asset classes with a bias to collective investment schemes
• A background in technical investment
• Ability to analysis competitor propositions
• Experience working with IFA’s
• Share knowledge and insight with colleagues and foster a collegiate team culture across the firm.
• Be the Company’s product knowledge expert in all things IBOSS MPS and Kingswood Personal Propositions, as well as new products as they come to market.
• Flexible – regular travel will be required throughout our 23 locations in the UK to achieve the very best results.

Here 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 employees.

That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:

• 26 days annual leave – including a day of for your birthday!
• Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance– An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare – you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years’ service)
• 2 paid volunteering days – per year, for you to dedicate your time to a cause you are passionate about. 
• Enhanced Maternity and Paternity pay for all our Kingswood Group

ONE KINGSWOOD

• Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:
• Support and empower – we recognise others’ contributions and collaborate to support success.
• Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
• Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility – we treat others fairly and always learn from our mistakes.