Job Description

This is a key internal relationship management role with responsibility for promoting both Kingswood IBOSS MPS product and the Kingswood Personal Bespoke Portfolio Management service. Kingswood is a vertically integrated business and this role will involve building long lasting and trusted relationships with the Kingswood Group\xe2\x80\x99s financial adviser population to enhance knowledge and uptake of our propositions. It is expected that the individual will have experience in portfolio construction and all major asset classes with a bias to collective investment schemes. A rounded technical investment background is also required for analysis of competitor propositions. Experience of working with IFA\xe2\x80\x99s would be a significant advantage. Travel across the Kingswood locations would be required. The role holder would be expected to attend Group Investment Strategy meetings and interpret these into client facing documentation. The individual will be expected to work closely with the Kingswood Investment Management and IBOSS Business Development Team.
KEY RESPONSIBILITIES 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\xe2\x80\x99s 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.

Product Knowledge & Analysis

• Be the Company\xe2\x80\x99s product knowledge expert in all things IBOSS MPS and Kingswood Personal Propositions, as well as new products as they come to market.
• Provide analysis reports and information to management on competitor propositions and their current and potential impact on Kingswood and IBOSS propositions and future growth.

Support Kingswood teams in delivering best in class client products and service

• 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.
• Share knowledge and insight with colleagues and foster a collegiate team culture across the firm.

Our benefits

• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

About Kingswood Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. \xc2\xa39 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK\xe2\x80\x99s largest universities. The Group\xe2\x80\x99s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients. Our Diversity, Equality and Inclusion commitment 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 Kingswood colleagues. Join us on our journey and apply today.