Client Liaison Support Specialist
3 weeks ago
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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