Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Client Liaison Administrator to join our team in Egham on a full-time, permanent basis.
As a Client Liaison Administrator, you'll be the first point of contact for our advisors and clients, requiring adaptability to change and the ability to manage various queries and challenges.
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed wealth management group with over 19,000 active clients and approximately £9 billion of Assets under Management. We have a growing presence across the UK, New York, and Johannesburg, serving private individuals and major UK universities. Our vision is to become a leading global provider of trusted wealth planning and investment management solutions, supported by investment in our people and innovative technology.
Responsibilities include:
Supporting Advisors by monitoring diaries, opportunities, queries, and requests
Following standard procedures via XPLAN
Preparing cases for paraplanning
Processing sales paperwork and ongoing administration for investments, pensions, and protection
Participating in operational meetings to discuss workloads and challenges
Maintaining awareness of company policies and procedures
Keeping records according to company standards
Preparing meeting packs and gathering information for reviews
This list is not exhaustive, and additional tasks may be assigned as needed.
Ideal candidate:
Effective at liaising with departments including Paraplanners, Advisors, and Clients
Interested in Wealth Management/Planning
Experience in a similar role is preferred
Exceptional client and relationship management skills
We value diversity and are committed to an inclusive workplace, offering career development and recognition opportunities, along with benefits such as 25 days annual leave, birthday leave, cycle-to-work scheme, life assurance, private healthcare, volunteering days, and enhanced maternity/paternity pay.
Our 'One Kingswood' culture emphasizes support, respect, evolution, inclusivity, and responsibility, fostering a vibrant and welcoming environment.
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