Wealth Planning Support Specialist
2 days ago
As a Client Liaison Administrator at Kingswood Group, you will play a critical role in supporting our Advisors and driving sales-related administration.
About the RoleWe are looking for an individual who shares our passion for delivering exceptional client service and has experience working within a Wealth Management/Planning environment.
Key Responsibilities:
- Supporting Advisors with diary management, opportunities, queries, and requests.
- Processing sales-related paperwork from submission to completion.
- Maintaining awareness of company policies, practices, and procedures.
- Gathering information for annual reviews.
- Contribute to the growth of our Wealth Management/Planning business.
About Us
Kingswood Group is a global leader in wealth planning and investment management, with a growing network of offices across the UK and internationally. We value diversity and promote inclusivity, offering career development opportunities and a range of benefits to our employees.
What We Offer
- An estimated salary of £28,000 - £35,000 per annum, depending on experience.
- 26 days' annual leave, including a birthday off.
- Cycle-to-work scheme and private healthcare benefits.
- Enhanced maternity and paternity pay.
- A supportive team environment and opportunities for professional growth.
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