Client Liaison Administrator FTC

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

Job summary

A leading wealth management group is seeking a Client Liaison Administrator for a 12-month FTC in Hessle. The role involves supporting advisors, managing client queries, and processing paperwork, ideal for candidates with a background in wealth management. Join a diverse team committed to inclusivity and career development.

Benefits

25 days annual leave

Additional day off for your birthday

Cycle to work scheme

Life Assurance

Private healthcare (via Vitality)

2 paid volunteering days per year

Enhanced Maternity and Paternity pay

Qualifications

• Experience in providing exceptional client and relationship management.
• Interest in working within Wealth Management/Planning.
• Commercial experience in a similar role is preferred.

Responsibilities

• Support Advisors by monitoring diaries, opportunities, queries, and requests.
• Process sales paperwork from submission to completion.
• Assist with case preparation for paraplanning.

Skills

Client Relationship Management

Adaptability

Communication

Job description

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Client Liaison Administrator to join our team in Hessle on a 12-month FTC.

As a Client Liaison Administrator, you'll be the first point of contact for our advisors and clients, requiring adaptability to change and the ability to handle various queries and challenges.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed wealth management group with over 19,000 active clients and approximately £9 billion of Assets under Management. We have offices across the UK, as well as in New York and Johannesburg. Our clients range from private individuals to major UK universities. Our vision is to become a leading global provider of trusted wealth planning and investment management solutions, supported by investment in people and innovative technology.

What you’ll do as a Client Liaison Administrator:

• Support Advisors by monitoring diaries, opportunities, queries, and requests
• Follow standard procedures and workflows via XPLAN
• Assist with case preparation for paraplanning
• Process sales paperwork from submission to completion and handle ongoing administration for investments, pensions, and protection
• Attend operational meetings to discuss workloads and raise concerns or opportunities
• Maintain awareness of company policies, practices, and procedures
• Keep records according to company standards
• Prepare meeting packs
• Gather information for annual reviews

This list is not exhaustive; you may be asked to undertake other tasks as reasonably directed by your line manager, with appropriate training provided.

What we’re looking for:

• Ability to liaise effectively with departments including Paraplanners, Advisors, and Clients
• Interest in working within Wealth Management/Planning
• Commercial experience in a similar role is preferred
• Experience in providing exceptional client and relationship management

At Kingswood Group, we value diversity and are committed to an inclusive culture. We celebrate differences and continually improve our policies to support all employees. Joining us, you'll contribute to our values and benefit from career development opportunities.

Our core benefits include:

• 25 days annual leave
• Additional day off for your birthday
• Cycle to work scheme
• Life Assurance
• Private healthcare (via Vitality)
• 2 paid volunteering days per year
• Enhanced Maternity and Paternity pay

ONE KINGSWOOD

We foster a unified culture across all locations through our ‘One Kingswood’ behaviours:

• Support and empower
• Demonstrate Respect
• Continuously Evolve
• Champion Inclusivity
• Uphold Responsibility