Wealth Planning Specialist
2 days ago
Company Overview
">- Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions.
About the Role
- We are seeking a Client Liaison Administrator to provide support to our advisors and process sales-related paperwork.
- The ideal candidate will have experience working in a Wealth Management/Planning environment and be familiar with company policies, practices, and procedures.
- This role offers excellent career development opportunities and a competitive salary package.
Salary
- An estimated annual salary for this position is £25,000 - £30,000 depending on experience.
Benefits
- 26 days annual leave including a day off for your birthday
- Cycle to work scheme
- Life Assurance
- Private healthcare
- Enhanced Maternity and Paternity pay
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