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For Companies At a Glance
- Tasks: Support advisors and clients, manage queries, and prepare financial documentation.
- Company: Join Kingswood, a leading wealth management firm with a focus on innovation.
- Benefits: Enjoy 26 days off, private healthcare, and career development opportunities.
- Why this job: Be the first point of contact for clients and make a real difference in their financial journey.
- Qualifications: Experience in customer service and a keen interest in wealth management.
- Other info: Hybrid work model with a commitment to diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
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 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. You'll be someone who has experience of adapting to change and managing an array of different queries and challenges.
What You'll Do
- 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 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 an 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 in working within Wealth Management/Planning
- Commercial experience working in a similar role is preferred due to the nature of our organisation
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.
Location Egham, Remote status: Hybrid
Seniority level Entry level
Employment type Full-time
Job function Customer Service
Industries Administrative and Support Services
Client Liaison Administrator in Egham employer: Camp Beaumont
Contact Detail:
Camp Beaumont Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Administrator in Egham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Familiarise yourself with Kingswood's values and how they align with your own. This will help you stand out as someone who truly gets what they're about.
✨Tip Number 3
Practice your communication skills! As a Client Liaison Administrator, you'll be the go-to person for clients and advisors. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Kingswood team.
We think you need these skills to ace Client Liaison Administrator in Egham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Liaison Administrator role. Highlight any experience you have in Wealth Management or similar environments, and don’t forget to mention your ability to handle various queries and challenges!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Share specific examples of how you've liaised with different departments and managed workloads effectively.
Showcase Your Skills: In your application, emphasise skills that align with the job description, like your organisational abilities and experience with administrative tasks. We want to see how you can support our advisors and clients seamlessly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Camp Beaumont
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management and planning. Familiarise yourself with common terms and processes, especially those related to investments, pensions, and protection. This will help you speak confidently about the industry and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Liaison Administrator, effective communication is key. Prepare examples from your past experiences where you've successfully liaised with different departments or clients. Highlight how you managed queries and challenges, demonstrating your ability to adapt and resolve issues efficiently.
✨Familiarise Yourself with XPLAN
Since the role involves using XPLAN, it’s a good idea to get acquainted with this software if you haven't already. Look for online tutorials or resources that can give you a basic understanding of its functionalities. Mentioning your willingness to learn and adapt to new tools during the interview will impress your potential employers.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals and values.
