Senior Wealth Management Advisor

2 days ago


York, York City, United Kingdom kingswood-group Full time
Wealth Management Opportunity

Kingswood Group, a leading global provider of trusted wealth planning and investment management solutions, is seeking a highly motivated Client Liaison Administrator to join our team. As a Client Liaison Administrator, you will play a vital role in providing exceptional support to our Advisors, ensuring seamless delivery of services to our clients.

Key Responsibilities:

  • Monitor diaries, opportunities, queries, and requests for Advisors
  • Process sales-related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments
  • Maintain awareness of company policies, practices, and procedures
  • Gather information for annual reviews

Requirements:

  • Interest in working within Wealth Management/Planning
  • Commercial experience working in a similar role preferred
  • Familiarity with company policies, practices, and procedures

What We Offer:

  • 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 Us

Kingswood Group celebrates diversity and promotes an inclusive culture. We recognize the value of every employee and provide opportunities for career development and growth. Our offices are located across the UK, New York, and Johannesburg, serving clients ranging from private individuals to major universities.



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