Client Liaison Specialist

1 week ago


Macclesfield, Cheshire East, United Kingdom kingswood-group Full time

Job Description

  • Provide administrative support to Advisors, including monitoring diaries, opportunities, queries, and requests.
  • Process all sales-related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments.
  • Maintain up-to-date awareness of company policies, practices, and procedures.
  • Gather and obtain information for annual reviews.

Requirements

An individual with an interest in working within Wealth Management/Planning is essential. Commercial experience working in a similar role is preferred. We celebrate diversity and promote employee recognition and career development opportunities.


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