Kind Wealth Limited
About Kind Wealth Kind Wealth exists to deliver advice that is thoughtful, transparent, and built around long-term relationships. We are growing with intent - not simply adding advisers but building a community of professionals who care about outcomes, ethics, and doing the right thing for clients. This is advice done properly! The Role As a Mortgage Advisor at Kind Wealth, you will provide regulated mortgage and protection advice that is compliant, client-centred, and commercially disciplined. The role requires a strong understanding of the mortgage and protection markets, regulatory requirements, and the ability to deliver tailored advice that helps clients achieve their property goals. You will manage clients end-to-end - from initial discovery through recommendation, submission, and completion - building trusted relationships and delivering outcomes that stand the test of time. Whilst self-generation of leads is encouraged, you will also be responsible for effectively converting opportunities generated through Kind Wealth s partnerships with affinity introducers. We are looking for advisers who value professionalism over pressure, alignment over shortcuts, and long-term client relationships over short-term transactions. Key Responsibilities Client Advisory: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke recommendations tailored to individual client needs. Provide recommendation on mortgages relating to first-time buyers, home movers and those looking to remortgage (including product transfers) Provide recommendations on suitable protection policies to protect our clients against the unexpected, to assist them in being able to remain in their home and continue with their lifestyle. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through proactive communication. Monitor and adjust recommendations to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters and the journey that they will go through when it comes to buying a home / moving home / remortgaging. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Continuous Professional Development Stay informed about market trends, mortgage & protection products, and mortgage market innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas Requirements The skills required to be successful in this role are: Knowledge: Strong knowledge of mortgage and protection products. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex property portfolios. Organisational skills: As the mortgage adviser will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Training: The mortgage adviser may assist with training new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The mortgage adviser will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: CeMAP (or equivalent) required FCA-authorised and regulated required At least 2 years of proven experience in providing mortgage & protection advice required Experience of advising on and processing protection desirable Experience working with CRM systems - desirable Experience working within the Quilter Financial Planning network is advantageous Experience working with high-net-worth individuals and business owners is advantageous This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
About Kind Wealth Kind Wealth exists to deliver advice that is thoughtful, transparent, and built around long-term relationships. We are growing with intent - not simply adding advisers but building a community of professionals who care about outcomes, ethics, and doing the right thing for clients. This is advice done properly! The Role As a Mortgage Advisor at Kind Wealth, you will provide regulated mortgage and protection advice that is compliant, client-centred, and commercially disciplined. The role requires a strong understanding of the mortgage and protection markets, regulatory requirements, and the ability to deliver tailored advice that helps clients achieve their property goals. You will manage clients end-to-end - from initial discovery through recommendation, submission, and completion - building trusted relationships and delivering outcomes that stand the test of time. Whilst self-generation of leads is encouraged, you will also be responsible for effectively converting opportunities generated through Kind Wealth s partnerships with affinity introducers. We are looking for advisers who value professionalism over pressure, alignment over shortcuts, and long-term client relationships over short-term transactions. Key Responsibilities Client Advisory: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke recommendations tailored to individual client needs. Provide recommendation on mortgages relating to first-time buyers, home movers and those looking to remortgage (including product transfers) Provide recommendations on suitable protection policies to protect our clients against the unexpected, to assist them in being able to remain in their home and continue with their lifestyle. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through proactive communication. Monitor and adjust recommendations to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters and the journey that they will go through when it comes to buying a home / moving home / remortgaging. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Continuous Professional Development Stay informed about market trends, mortgage & protection products, and mortgage market innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas Requirements The skills required to be successful in this role are: Knowledge: Strong knowledge of mortgage and protection products. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex property portfolios. Organisational skills: As the mortgage adviser will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Training: The mortgage adviser may assist with training new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The mortgage adviser will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: CeMAP (or equivalent) required FCA-authorised and regulated required At least 2 years of proven experience in providing mortgage & protection advice required Experience of advising on and processing protection desirable Experience working with CRM systems - desirable Experience working within the Quilter Financial Planning network is advantageous Experience working with high-net-worth individuals and business owners is advantageous This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
Kind Wealth Limited
About Kind Wealth Kind Wealth exists to deliver financial advice that is thoughtful, transparent, and built around long-term relationships. We are building a community of professionals who care about outcomes, ethics and doing the right thing for clients. Our advisers are supported by strong governance, modern systems and a culture that values professional judgement over short-term transactions. This is advice done properly! The Role A Financial Adviser at Kind Wealth provides professional, holistic financial advice to help clients achieve their long-term financial goals. This includes areas such as investment planning, retirement planning, tax efficiency, estate planning and protection, with an informed understanding of mortgage considerations where relevant. The role requires a strong understanding of financial markets, regulatory requirements and the ability to develop tailored strategies that meet each client s individual circumstances. Advisers are expected to deliver advice that is thoughtful, compliant and built around long-term relationships, aligned to regulatory best practice and Kind Wealth s internal standards of advice excellence. Whilst self-generation of business is always encouraged, advisers will also be responsible for effectively converting high-quality client opportunities generated through Kind Wealth s partnerships and affinity introducer network. This role suits professionals who value strong governance, client outcomes and the opportunity to build a sustainable, long-term client bank. Key Responsibilities Client Advisory and Financial Planning: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke financial plans and investment strategies tailored to individual client needs. Provide recommendations on pensions, investments, insurance, estate planning, and tax-efficient strategies. Advise business owners on wealth accumulation, business sale planning, and retirement planning. Assist clients in managing inheritance tax liabilities and structuring assets efficiently. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and also comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through regular reviews and proactive communication. Monitor and adjust financial plans to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters, investment options, and tax-efficient strategies. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Managing collaboration Responsible for facilitating weekly sync meetings with their advice team (administrators) to ensure that cases relating to the clients that they service are progressing in time with company SLAs Continuous Professional Development Stay informed about market trends, investment products, and financial planning innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas such as tax planning, estate planning, or business financial advisory. Requirements Kind Wealth assesses alignment before advancement. We are as interested in how you think and make decisions as we are in what you have achieved. Leadership: The Financial Planner will need to have strong leadership skills, as they will need to work with administrators and paraplanners to ensure that client work is completed in time with company SLAs. Knowledge: Strong knowledge of financial products, investment strategies, tax planning, and retirement planning. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex financial portfolios. Organisational skills: As the financial planner will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Team player: As the financial planner may assist others organising their workload, they will do so in a way that accounts for other work that colleagues have in a fair manner. Training: The financial planner may assist with training of new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The financial planner will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: Required: Level 4 Diploma in Financial Planning (or equivalent) FCA-authorised and regulated At least 2 years of proven experience in financial planning Desirable: Chartered Financial Planner status (or willingness to achieve) Experience working with CRM systems Advantageous Experience working within the Quilter Financial Planning network Experience working with high-net-worth individuals and business owners How You Operate (Values & Behaviours) At Kind Wealth, how you operate matters as much as what you know. New business sales from lead conversion: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness , Emotional stability, resilience, assertiveness Client relationship development and client care: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness Process and administration: Conscientiousness, planning and monitoring, initiative, anticipation, intellectual flexibility, resourcefulness Team working: Empathic listening, empathic articulation, initiative, anticipation, intellectual flexibility, resourcefulness, openness to experience/learning, emotional stability, resilience, assertiveness Who This Role Is For This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
About Kind Wealth Kind Wealth exists to deliver financial advice that is thoughtful, transparent, and built around long-term relationships. We are building a community of professionals who care about outcomes, ethics and doing the right thing for clients. Our advisers are supported by strong governance, modern systems and a culture that values professional judgement over short-term transactions. This is advice done properly! The Role A Financial Adviser at Kind Wealth provides professional, holistic financial advice to help clients achieve their long-term financial goals. This includes areas such as investment planning, retirement planning, tax efficiency, estate planning and protection, with an informed understanding of mortgage considerations where relevant. The role requires a strong understanding of financial markets, regulatory requirements and the ability to develop tailored strategies that meet each client s individual circumstances. Advisers are expected to deliver advice that is thoughtful, compliant and built around long-term relationships, aligned to regulatory best practice and Kind Wealth s internal standards of advice excellence. Whilst self-generation of business is always encouraged, advisers will also be responsible for effectively converting high-quality client opportunities generated through Kind Wealth s partnerships and affinity introducer network. This role suits professionals who value strong governance, client outcomes and the opportunity to build a sustainable, long-term client bank. Key Responsibilities Client Advisory and Financial Planning: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke financial plans and investment strategies tailored to individual client needs. Provide recommendations on pensions, investments, insurance, estate planning, and tax-efficient strategies. Advise business owners on wealth accumulation, business sale planning, and retirement planning. Assist clients in managing inheritance tax liabilities and structuring assets efficiently. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and also comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through regular reviews and proactive communication. Monitor and adjust financial plans to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters, investment options, and tax-efficient strategies. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Managing collaboration Responsible for facilitating weekly sync meetings with their advice team (administrators) to ensure that cases relating to the clients that they service are progressing in time with company SLAs Continuous Professional Development Stay informed about market trends, investment products, and financial planning innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas such as tax planning, estate planning, or business financial advisory. Requirements Kind Wealth assesses alignment before advancement. We are as interested in how you think and make decisions as we are in what you have achieved. Leadership: The Financial Planner will need to have strong leadership skills, as they will need to work with administrators and paraplanners to ensure that client work is completed in time with company SLAs. Knowledge: Strong knowledge of financial products, investment strategies, tax planning, and retirement planning. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex financial portfolios. Organisational skills: As the financial planner will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Team player: As the financial planner may assist others organising their workload, they will do so in a way that accounts for other work that colleagues have in a fair manner. Training: The financial planner may assist with training of new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The financial planner will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: Required: Level 4 Diploma in Financial Planning (or equivalent) FCA-authorised and regulated At least 2 years of proven experience in financial planning Desirable: Chartered Financial Planner status (or willingness to achieve) Experience working with CRM systems Advantageous Experience working within the Quilter Financial Planning network Experience working with high-net-worth individuals and business owners How You Operate (Values & Behaviours) At Kind Wealth, how you operate matters as much as what you know. New business sales from lead conversion: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness , Emotional stability, resilience, assertiveness Client relationship development and client care: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness Process and administration: Conscientiousness, planning and monitoring, initiative, anticipation, intellectual flexibility, resourcefulness Team working: Empathic listening, empathic articulation, initiative, anticipation, intellectual flexibility, resourcefulness, openness to experience/learning, emotional stability, resilience, assertiveness Who This Role Is For This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
