Review Team Administrator

5 months ago


Hessle, United Kingdom Kingswood Group Full time

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.

**Main Duties and Responsibilities**:
**Annual Reviews**
- You will be required to assist advisers in the creation of client financial reports and letters.
- Compile an annual review pack for each client in a timely manner in line with requirements, including the production of valuations and client investments.
- Accurate recording and maintenance of information.

**Effective Communication & Support**
- Communicate with colleagues, clients and product providers in a professional manner.
- Attend regular operational meetings.
- Assist other support staff as and when required.

**Adherence to Management Systems & Controls**
- Work with colleagues to ensure adherence to company procedures and standards and maintain an up to date knowledge of company policies.
- Use relevant technology as required for the role (full training will be provided).

**Key Skills & Experience**:

- Strong client service skills
- Excellent communication skills
- Strong Microsoft Office skills
- Strong methodical and organisational skills
- Accurate with good attention to detail
- Basic knowledge of the financial service sector would be beneficial.

**Additional desirable experience**:

- Use of IRESS XPLAN
- Knowledge of Dynamic Planner


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