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Wealth Planning Support Specialist
1 month ago
Company Overview
Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.
The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private individuals to some of the UK's largest universities.
Salary:
£30,000 - £40,000 per annum, depending on experience.
Job Description
We are seeking an experienced Client Liaison Administrator to provide support to our Advisors, monitoring diaries, opportunities, queries, and requests.
The successful candidate will process all sales-related paperwork from submission to completion and any ongoing administration for investments, pensions, and protection departments.
They will maintain an up-to-date awareness of company policies, practices, and procedures, gathering and obtaining information for annual reviews.
This role requires a high level of organisational skills, attention to detail, and excellent communication skills.
Required Skills and Qualifications
We are looking for an individual with an interest in working within Wealth Management/Planning, preferably with commercial experience in a similar role.
Benefits
We offer a competitive salary, 25 days annual leave, an extra day off for your birthday, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
Others
We value teamwork and collaboration, recognising others' contributions and empowering them to succeed. If you are a motivated and enthusiastic individual looking for a new challenge, please apply.
