Financial Services Administrator

9 hours ago


York, York City, United Kingdom kingswood-group Full time
Wealth Planning Support Role

Kingswood Group, a global leader in wealth management, is seeking a Client Liaison Administrator to support our Advisors. This role involves processing sales-related paperwork, monitoring diaries, and maintaining awareness of company policies.

Responsibilities:

  • Provide administrative support to Advisors
  • Process sales-related paperwork from submission to completion
  • Maintain awareness of company policies, practices, and procedures

Requirements:

  • Commercial experience working in a similar role preferred
  • Familiarity with company policies, practices, and procedures

Benefits:

  • Estimated salary: £25,000 - £35,000 per annum, dependent on location and experience
  • 26 days annual leave, including a day off for your birthday
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare
  • Enhanced Maternity and Paternity pay

About Our Company

Kingswood Group is a global wealth management company with a presence in the UK, New York, and Johannesburg. We serve clients ranging from private individuals to major universities, providing trusted wealth planning and investment management solutions.



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