Client Liaison Administrator

kingswood-group.com; Egham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Egham is seeking a Client Liaison Administrator to provide support to advisors and clients. The ideal candidate will manage queries, prepare documentation, and maintain records effectively. Experience in Wealth Management/Planning and strong client relationship management skills are essential. This role offers benefits such as private healthcare and a contributory pension scheme. Join us to be part of a diverse and growing team dedicated to exceptional client service.

Benefits

26 days annual leave including birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Charity volunteer days

Employee recognition

Recruitment referral

Career Development

Cycle to work scheme

Qualifications

• Experience in a Wealth Management/Planning environment is preferred.
• Ability to liaise effectively with various departments.
• Exceptional client and relationship management skills.

Responsibilities

• Support Advisors with monitoring diaries and queries.
• Assist in preparing cases for paraplanning paperwork.
• Process sales-related paperwork and administration.

Skills

Client relationship management

Communication skills

Adaptability

Job description

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 Egham 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

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 offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation.

Our Diversity, Equality and Inclusion commitment

At 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.