Financial Services Administrator

6 months ago


Macclesfield, United Kingdom Kingswood Group Full time

Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?

We're looking to add to our team of Client Liaison Administrators in our Macclesfield office.

Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.

This is a real opportunity to forge a career with a successful company who will provide support to help you to achieve your career aspirations.

Ideally experienced in providing client and financial adviser support, you'll be someone who is professional and pro-active with a passion for enquiry resolution.

**Our 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

**About Kingswood**

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.

**Our Diversity, Equality and Inclusion commitment



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