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 passionate about delivering exceptional client service. If you have a keen eye for detail and a strong work ethic, we encourage you to apply.
What We Offer:- Competitive Salary and Benefits: Enjoy a competitive salary and benefits package, including 26 days annual leave, cycle to work scheme, life assurance, and private healthcare.
- Career Development Opportunities: Take advantage of our top career development opportunities to progress your career and achieve your goals.
- Inclusive Culture: Join a culture that celebrates diversity and promotes employee recognition, where everyone is valued and respected.
We are an equal opportunities employer and welcome applications from all qualified candidates. If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're looking for an individual with a keen interest in Wealth Planning to join our team at Kingswood Group.About the Role:As a Client Liaison Administrator, you will provide essential support to our Advisors, ensuring seamless day-to-day operations.You will process sales-related...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're looking for an individual with a keen interest in Wealth Planning to join our team at Kingswood Group.About the Role:As a Client Liaison Administrator, you will provide essential support to our Advisors, ensuring seamless day-to-day operations.You will process sales-related...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're looking for an individual with a keen interest in Wealth Planning to join our team at Kingswood Group.About the Role:As a Client Liaison Administrator, you will provide essential support to our Advisors, ensuring seamless communication and efficient processing of sales-related...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're looking for an individual with a keen interest in Wealth Planning to join our team at Kingswood Group.About the Role:As a Client Liaison Administrator, you will provide essential support to our Advisors, ensuring seamless communication and efficient processing of sales-related...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're seeking an experienced Client Liaison Administrator to join our team at Kingswood Group.About the Role:Provide exceptional support to our Advisors, ensuring seamless communication and efficient workflow.Process sales-related paperwork from submission to completion, maintaining...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're seeking an experienced Client Liaison Administrator to join our team at Kingswood Group.About the Role:Provide exceptional support to our Advisors, ensuring seamless communication and efficient workflow.Process sales-related paperwork from submission to completion, maintaining...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're seeking an experienced Client Liaison Administrator to join our team at Kingswood Group.About the Role:Provide exceptional support to our Advisors, ensuring seamless communication and efficient workflow.Process sales-related paperwork from submission to completion, maintaining...
-
Wealth Management Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're seeking an experienced Client Liaison Administrator to join our team at Kingswood Group.About the Role:Provide exceptional support to our Advisors, ensuring seamless communication and efficient workflow.Process sales-related paperwork from submission to completion, maintaining...
-
Wealth Management Advisor
3 weeks ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeJoin Our Team as a Client Liaison AdministratorWe 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,...
-
Wealth Management Advisor
3 weeks ago
Eastleigh, Hampshire, United Kingdom Kingswood Group Full timeJoin Our Team as a Client Liaison AdministratorWe 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,...
-
Customer Service Representative
1 month ago
Eastleigh, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeCustomer Service AdvisorWe are seeking a proactive and motivated individual to join our team as a Customer Service Advisor. This role involves acting as a point of contact for all customers, dealing with initial enquiries, and liaising with different teams internally and engineers out in the field to help problem solve on behalf of the customer.Key...
-
Customer Service Representative
1 month ago
Eastleigh, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeCustomer Service AdvisorWe are seeking a proactive and motivated individual to join our team as a Customer Service Advisor. This role involves acting as a point of contact for all customers, dealing with initial enquiries, and liaising with different teams internally and engineers out in the field to help problem solve on behalf of the customer.Key...
-
Customer Service Representative
3 weeks ago
Eastleigh, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeCustomer Service AdvisorWe are seeking a proactive and motivated professional to join our industry leading national Fire Security business as a Customer Service Advisor.The Role:Key Responsibilities:Act as a point of contact for all customers and deal with initial enquiriesLiaise with different teams internally and engineers out in the field to help problem...
-
Customer Service Representative
3 weeks ago
Eastleigh, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeCustomer Service AdvisorWe are seeking a proactive and motivated professional to join our industry leading national Fire Security business as a Customer Service Advisor.The Role:Key Responsibilities:Act as a point of contact for all customers and deal with initial enquiriesLiaise with different teams internally and engineers out in the field to help problem...
-
Customer Experience Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a highly skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Eastleigh, United Kingdom.Key Responsibilities:Provide exceptional customer service through various communication channels, including phone, email, and chat.Respond to customer inquiries and resolve issues in a...
-
Customer Experience Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a highly skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Eastleigh, United Kingdom.Key Responsibilities:Provide exceptional customer service through various communication channels, including phone, email, and chat.Respond to customer inquiries and resolve issues in a...
-
Lead HR Advisor
3 weeks ago
Eastleigh, Hampshire, United Kingdom CMA Recruitment Group Full timeJob Title: Lead HR AdvisorWe are seeking a highly skilled Lead HR Advisor to join our team at CMA Recruitment Group. As a key member of our HR Division, you will play a crucial role in building HR and Talent capabilities, aligning with our business strategy, and delivering an efficient, compliant service that adds value.Key Responsibilities:HR Policy and...
-
Lead HR Advisor
3 weeks ago
Eastleigh, Hampshire, United Kingdom CMA Recruitment Group Full timeJob Title: Lead HR AdvisorWe are seeking a highly skilled Lead HR Advisor to join our team at CMA Recruitment Group. As a key member of our HR Division, you will play a crucial role in building HR and Talent capabilities, aligning with our business strategy, and delivering an efficient, compliant service that adds value.Key Responsibilities:HR Policy and...
-
Customer Experience Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Eastleigh, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and...
-
Customer Experience Advisor
1 month ago
Eastleigh, Hampshire, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Eastleigh, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and...