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 Derby.
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 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. Attend operational meetings to discuss ongoing workloads and raise any concerns, challenges, or further opportunities.
6. 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. 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 are 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.
4. Life Assurance.
5. Private healthcare.
6. 2 paid volunteering days per year.
7. Enhanced Maternity and Paternity pay.
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.
2. Demonstrate respect.
3. Continuously evolve.
4. Champion inclusivity.
5. Uphold responsibility.
Job Info
Job Title:
Client Liaison Administrator
Company:
Kingswood Holdings Limited
Location:
Derby
Sector:
Administration
Contract:
Permanent
Hours:
Full Time
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