Client Liaison Administrator

18 hours ago

Sheffield, United Kingdom Kingswood Group Full time

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 Administrator:

- Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
- Follow standard procedures and workflows via XPLAN
- Assist with the preparation of cases in readiness for the paraplanning paperwork
- Process 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 standards
- Prepare meeting packs
- Gather and obtain information for annual reviews

This 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 for:

- Someone 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 preferred
- Experience of providing exceptional client and relationship management

Here at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce.

**Our benefits**
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme

**About Kingswood**

Kingswood 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 commitment

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