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.
Working alongside our team of experts, as Client Liaison Administrator, you'll be the first person our advisors and clients will contact. Therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges.
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 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.
What you’ll do as a Client Liaison Administrator:
1. Providing support to Advisors such as monitoring diaries, opportunities, queries and requests.
2. Follow standard procedures and workflows via XPLAN.
3. Assist with the preparation of cases in readiness for the paraplanning paperwork.
4. Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments.
5. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.
6. Adhere and maintain an up-to-date awareness of company policies, practices and procedures.
7. Maintain records according to Kingswood company standards.
8. Prepare meeting packs.
9. 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.
What we’re looking for:
1. Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients.
2. An individual that has an interest in working within Wealth Management/Planning.
3. Due to the nature of our organisation, commercial experience working in a similar role is preferred.
4. Experience of providing exceptional client and relationship management.
Here 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 employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.
Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:
1. 25 days annual leave.
2. An extra day off for your birthday!
3. Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
4. Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
5. Private healthcare – you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one year’s service).
6. 2 paid volunteering days per year, for you to dedicate your time to a cause you are passionate about.
7. Enhanced Maternity and Paternity pay for all our Kingswood Group.
ONE KINGSWOOD
Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:
1. Support and empower – we recognise others’ contributions and collaborate to support success.
2. Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
3. Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
4. Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
5. Uphold Responsibility – we treat others fairly and always learn from our mistakes.
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