Wealth Management Advisor
3 weeks ago
We are seeking a highly organized and detail-oriented Client Liaison Administrator to join our team at Kingswood Group. As a Client Liaison Administrator, you will play a vital role in supporting our advisors and providing exceptional client service.
Key Responsibilities:- Support to Advisors: Monitor diaries, opportunities, queries, and requests to ensure seamless communication and timely resolution.
- Sales-Related Administration: Process all sales-related paperwork from submission to completion, including investments, pensions, and protection departments.
- Company Policies and Procedures: Adhere to and maintain an up-to-date awareness of company policies, practices, and procedures to ensure compliance and efficiency.
- Annual Reviews: Gather and obtain information for annual reviews to ensure accurate and timely completion.
This is a dynamic role that requires a proactive and flexible individual who is able to adapt to changing priorities and deadlines. If you have a passion for working in a fast-paced environment and are looking for a challenging and rewarding role, we encourage you to apply.
What We Offer:- Competitive Salary and Benefits: We offer a competitive salary and a range of benefits, including 26 days annual leave, cycle to work scheme, life assurance, and private healthcare.
- Opportunities for Growth and Development: We are committed to supporting the growth and development of our employees, with opportunities for training and career progression.
- Inclusive Culture: We celebrate and recognize our differences, and are committed to creating an inclusive culture that values diversity and promotes equality.
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