Financial Services Administrator
9 hours ago
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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