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 Penn on a full-time permanent basis.
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 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.
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.
* Adhere to 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.
What we’re looking for:
* Someone who can liaise effectively with various departments including Paraplanners, Advisors, and Clients.
* An individual interested in working within Wealth Management/Planning.
* Commercial experience working in a similar role is preferred.
* Experience 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, recognize, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability.
Core Benefits:
* 25 days annual leave.
* An extra day off for your birthday!
* Cycle to work scheme.
* Life Assurance.
* Private healthcare.
* 2 paid volunteering days per year.
* 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’ behaviors and supporting others to live these behaviors too.
Kingswood Behaviors:
* Support and empower.
* Demonstrate respect.
* Continuously evolve.
* Champion inclusivity.
* Uphold responsibility.
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