Client Liaison Administrator
2 weeks ago
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges.What You’ll Do As a Client Liaison AdministratorProviding support to Advisors such as monitoring diaries, opportunities, queries and requestsFollow standard procedures and workflows via XPLANAssist with the preparation of cases in readiness for the paraplanning paperworkProcess all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments.Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.Adhere and maintain and up to date awareness of company policies, practices and procedures.Maintain records according to Kingswood company standardsPrepare meeting packsGather and obtain information for annual reviewsThis list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.What We’re Looking ForSomeone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients.An individual that has an interest of working within Wealth Management/Planning.Due to the nature of our organisation, commercial experience working in a similar role is preferredExperience of providing exceptional client and relationship managementHere at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce.Our Benefits26 days annual leave including a day off for your birthday (plus bank holidays)Contributory pension schemePrivate HealthcareLife assuranceHealth insurance2 charity volunteer daysEmployee recognitionRecruitment referralCareer DevelopmentCycle to work schemeAbout KingswoodKingswood Holdings Limited (trading as Kingswood) is an integrated wealth management group, with more than 19,000 active clients and c. £10 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.Our Diversity, Equality and Inclusion commitmentAt Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We help you work towards your financial goals.
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Client Liaison Administrator
1 week ago
Sheffield, United Kingdom The Kingswood Group Full timeAre you someone with customer service administration experience ideally within a Wealth Management/Wealth Planning environment? We're looking to add to our team of Client Liaison advisors and administrators in our Sheffield offices. Working alongside our team of experts in Sheffield, as Client Liaison administrator, you will provide support to advisors and...
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Client Liaison Administrator
12 hours ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis._ - Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
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Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeWe are actively searching for a Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of...
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Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
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Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
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Client Liaison Administrator
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Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
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Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
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