Wealth Management Advisor

3 weeks ago


Eastleigh, Hampshire, United Kingdom Kingswood Group Full time
Join Our Team as a Client Liaison Administrator

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:
  1. Support to Advisors: Monitor diaries, opportunities, queries, and requests to ensure seamless communication and timely resolution.
  2. Sales-Related Administration: Process all sales-related paperwork from submission to completion, including investments, pensions, and protection departments.
  3. Company Policies and Procedures: Adhere to and maintain an up-to-date awareness of company policies, practices, and procedures to ensure compliance and efficiency.
  4. 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:
  1. 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.
  2. Career Development Opportunities: Take advantage of our top career development opportunities to progress your career and achieve your goals.
  3. 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.



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