Administrative Support Associate

3 weeks ago


West Midlands Combined Authority, United Kingdom kingswood-group Full time

**Administrative Support Associate**

We are seeking a highly organized and detail-oriented Administrative Support Associate to join our team in Penn or Egham on a full-time permanent basis.

The successful candidate will provide administrative support to our advisors, including monitoring diaries, opportunities, queries, and requests. You will also process sales-related paperwork from submission to completion and maintain an up-to-date awareness of company policies, practices, and procedures.

Key Responsibilities:

  • Provide administrative support to advisors, including diary management and query resolution.
  • Process sales-related paperwork, including investment, pension, and protection documentation.
  • Maintain accurate records and adhere to company policies and procedures.

About the Company

Kingswood Group is a leading provider of wealth planning and investment management solutions. With a growing network of offices across the UK, New York, and Johannesburg, we offer a unique opportunity to develop your skills and expertise in a dynamic and supportive environment.

What We Offer

  • A competitive salary of around £25,000-£30,000 per annum, depending on experience.
  • Enhanced maternity and paternity pay.
  • A comprehensive benefits package, including cycle to work scheme, life assurance, and private healthcare.


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