Overview
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 Sheffield on a full-time, permanent basis. As the first point of contact for our advisors and clients, you will adapt to change and manage a variety of queries and challenges.
Responsibilities
* Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
* Follow standard procedures and workflows via XPLAN
* Assist with the preparation of cases in readiness for the paraplanning paperwork
* Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
* Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
* Adhere and maintain an up-to-date awareness of company policies, practices and procedures
* Maintain records according to Kingswood company standards
* Prepare meeting packs
* Gather and obtain information for annual reviews
* This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided
* Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
* An individual that has an interest of working within Wealth Management/Planning
* Due to the nature of our organisation, commercial experience working in a similar role is preferred
* Experience of providing exceptional client and relationship management
About Kingswood
Kingswood Holdings Limited (trading as Kingswood) is an 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. 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.
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
#J-18808-Ljbffr