Client Liaison Support Specialist

3 weeks ago


Newbury, West Berkshire, United Kingdom Kingswood Group Full time

Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, with a growing network of offices across the UK, New York, and Johannesburg.

About the Role
  • This position requires an individual with an interest in working within Wealth Management/Planning.
  • The ideal candidate will have commercial experience working in a similar role and be willing to learn and grow with the company.

As a Client Liaison Administrator, you will provide administrative support to Advisors, including diary management and opportunity tracking, and process all sales-related paperwork from submission to completion.

Salary: £28,000 - £35,000 per annum, depending on experience.

Responsibilities
  • Provide administrative support to Advisors, including diary management and opportunity tracking.
  • Follow established procedures and workflows to ensure efficient case preparation and sales processing.
  • Maintain accurate records according to Kingswood company standards.

Benefits: 25 days annual leave, an extra day off for your birthday, cycle-to-work scheme, life assurance, private healthcare, and two paid volunteering days.

We celebrate diversity and promote inclusivity, and we're passionate about creating a unified culture across our locations and business activities.



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