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Wealth Management Advisor
2 months ago
We are seeking a highly organized and detail-oriented Client Liaison Administrator to join our team at Kingswood Group. As a key member of our team, you will provide administrative support to our advisors, ensuring seamless communication and efficient processing of sales-related paperwork.
Key Responsibilities:- Monitor and manage advisors' diaries, opportunities, queries, and requests.
- Process sales-related paperwork from submission to completion, including investments, pensions, and protection departments.
- Maintain awareness of company policies, practices, and procedures.
- Gather information for annual reviews.
- Support the team in achieving our goals and objectives.
- 26 days annual leave, including a birthday day off.
- Cycle to work scheme.
- Life Assurance.
- Private healthcare.
- Enhanced Maternity and Paternity pay.
We celebrate diversity and promote an inclusive culture. If you're passionate about working in a dynamic and supportive environment, we encourage you to apply. Please note that commercial experience in a similar role is preferred, but not essential. We're committed to providing opportunities for career development and growth.
