Working at Kingswood provides a supportive and rewarding environment where you are empowered to achieve your potential.
Vice President | Compliance
This is a role which provides compliance support for Training and Competence and quality assurance on the wealth planning side of the business.
Associate | Compliance
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 Head of Compliance, this is a pivotal role for the team.
Associate | Client Liaison
(Wealth Planning Operations)
This is a key role within the business, providing support to our Wealth Planners in Sheffield .
Reporting to the Head of Wealth Planning Operations, this is a pivotal role for the team.
Contract Role | Associate IT
The IT Manager will primarily be onboarding all new acquisitions into the Kingswood IT estate. They will conduct due diligence across the new entities’ platform and make necessary preparations to absorb them onto the Kingswood IT platform.
Reporting to the Vice President - IT, ideal candidate will have around 10 years’ industry experience.
In this role you will be mainly responsible for the completeness, accuracy and integrity of our data in our CRM & Portfolio system and the production of required management information. You will be also responsible for the management of small change and bug fixes within our JIRA tool.
If you share our values, passion for excellence and client services then please get in touch.