Finance Administrator

Kingswood Group; Macclesfield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Macclesfield is seeking a Finance Administrator. The role involves supporting advisors, managing client interactions, and ensuring smooth administrative processes. The ideal candidate will have strong client management skills and a keen interest in wealth planning. Join a company that values diversity and offers a range of benefits, including generous leave and private healthcare.

Benefits

25 days annual leave plus birthday off

Cycle-to-work scheme

Life assurance

Private healthcare

Volunteering days

Enhanced maternity/paternity pay

Qualifications

• Experience in a similar role is preferred.
• Ability to liaise effectively with departments.

Responsibilities

• Provide support to Advisors, monitoring diaries and requests.
• Process all sales paperwork and maintain records.
• Prepare meeting packs and gather information for reviews.

Skills

Client Management

Relationship Management

Adaptability

Job description

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Finance Administrator to join our team in Macclesfield.

Working alongside our team of experts, as Client Liaison Administrator, you'll be the first point of contact for our advisors and clients. You should have experience of adapting to change and managing a variety of queries and challenges.

About Kingswood

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

What you’ll do as a Client Liaison Administrator:

1. Provide support to Advisors, including monitoring diaries, opportunities, queries, and requests.
2. Follow standard procedures and workflows via XPLAN.
3. Assist with case preparation for paraplanning.
4. Process all sales paperwork from submission to completion, including ongoing administration for investments, pensions, and protection departments.
5. Attend operational meetings to discuss workloads and raise concerns or opportunities.
6. Adhere to and stay updated on company policies, practices, and procedures.
7. Maintain records according to Kingswood standards.
8. Prepare meeting packs and gather information for 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:

1. Ability to liaise effectively with departments including Paraplanners, Advisors, and Clients.
2. Interest in working within Wealth Management/Planning.
3. Experience in a similar role is preferred.
4. Exceptional client and relationship management skills.

Our culture and benefits:

At Kingswood Group, we value our people and are committed to diversity and inclusion. We offer a range of benefits including 25 days annual leave plus your birthday off, cycle-to-work scheme, life assurance, private healthcare, volunteering days, and enhanced maternity/paternity pay.

We promote a unified culture through our 'One Kingswood' behaviours: Support and empower, Demonstrate Respect, Continuously Evolve, Champion Inclusivity, and Uphold Responsibility.