Join to apply for the Client Liaison Manager role at Kingswood Group at our Glasgow office on a full‑time, permanent basis.
What You’ll Do
* Lead, supervise and motivate a Team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance.
* Meet and greet clients and other visitors to the office.
* Assist advisers in the creation of client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports, ensuring accurate and timely recording.
* Maintain oversight of Individual Training Plans, MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implementing appropriate actions.
* Support a culture of continuous improvement with a view to continually seek ways to improve customer service, quality and efficiency.
* Take appropriate steps to maximise efficiency of colleagues and operational processes.
* Monitor the quality of work across client interaction work and business processing and escalated to management where appropriate.
* Sign off staff holidays and ensure adequate cover for the office is made.
* Proactively review QA results, ensuring any follow up or corrective action is relevant and carried out timely, to achieve QA targets.
* Support the Training and development framework in delivering a right first‑time approach that also empowers colleague development within the business.
* Ensure the shared working area is kept up to date and all client documents are saved on the X drive when finalised.
* Maintain up to date client and colleague records according to the company standard.
* Act as a point of contact for clients in the Wealth Planner’s absence and deal with client queries, including booking client meetings.
* Provide support over a very wide range of tasks. Responsibilities will vary considerably. The role holder will need to be comfortable building strong relationships with all Kingswood colleagues.
* Contribute to project work, providing thought leadership and SME knowledge.
* Celebrate success, recognise your colleagues for a job well done and create a positive culture and client‑centric ethos across the team.
* Lead your team through any merger‑related activity as we combine our business with Mattioli Woods.
This list is not exhaustive, and the role holder will be expected to undertake any other task as reasonably requested by their line manager where appropriate training and/or guidance is provided.
What We’re Looking For
* Proven track record of excellent customer service within a financial services operational environment.
* Able to demonstrate a strong client focus.
* People and performance management experience.
* Have a can‑do attitude.
* Problem‑solving and decision‑making ability outside of established procedures but within a policy framework.
* Ability to adjust to challenges and pressures in the day‑to‑day business.
* Experience of achieving results, deadlines and SLAs.
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 reward.
* Career development opportunities.
* 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. £10 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’s largest universities. The Group’s 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 Kingswood colleagues. Join us on our journey and apply today. At Kingswood we believe everyone should have access to financial advice and be able to protect and grow their wealth. We help you work towards your financial goals.
Location: Glasgow, Scotland, United Kingdom.
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