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 Eastleigh.
Working alongside our team of experts, as a Client Liaison Administrator, you'll be the first person our advisors and clients will contact. Therefore, you'll need to have 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:
* 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.
* Attend operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.
* 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.
What we’re looking for:
* Someone who can liaise effectively with an array of different departments including Paraplanners, Advisors, and Clients.
* An individual with an interest in working within Wealth Management/Planning.
* Commercial experience working in a similar role is preferred.
* 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. Upon joining Kingswood, you’ll contribute to our overall values to continue to make us one of the best places to work. We promote employee recognition and offer top career development opportunities for those looking to progress.
Teamwork, inclusivity, and culture in our business are really important to us. Here is a rundown of our core benefits available to our fantastic employees:
* 26 days annual leave – including a day off for your birthday!
* Cycle to work scheme – saving money on a bike or equipment for commuting.
* Life Assurance – an insurance that pays out a lump sum to your family should you pass away in service.
* Private healthcare – access to private healthcare (through Vitality) for you and your family, including free annual eye tests (subject to one year’s service).
* 2 paid volunteering days per year for a cause you are passionate about.
* Enhanced Maternity and Paternity pay for all our Kingswood Group employees.
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:
* Support and empower – we recognise others’ contributions and collaborate to support success.
* Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
* Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
* Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
* Uphold Responsibility – we treat others fairly and always learn from our mistakes.
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