Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisors and clients in a dynamic Wealth Management environment.
- Company: Join Kingswood, a leading financial planning firm with a commitment to diversity.
- Benefits: Enjoy 26 days annual leave, private healthcare, and career development opportunities.
- Why this job: Be the first point of contact for clients and make a real impact.
- Qualifications: Experience in client management and a passion for Wealth Planning.
- Other info: Join a diverse team dedicated to innovation and growth.
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 Penn 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 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.
- 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.
Client Liaison Administrator in High Wycombe employer: kingswood-group.com
Contact Detail:
kingswood-group.com Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Administrator in High Wycombe
✨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 hunt for a Client Liaison Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of XPLAN and the specific tasks mentioned in the job description. Show us that you’re not just a fit for the role, but that you’re genuinely excited about what we do at Kingswood!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop us a quick thank-you email. It shows your enthusiasm and keeps you fresh in our minds as we make decisions.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team at Kingswood.
We think you need these skills to ace Client Liaison Administrator in High Wycombe
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Wealth Management or similar roles. We want to see how your skills align with what we do at Kingswood!
Showcase Your Communication Skills: As a Client Liaison Administrator, you'll be the go-to person for our advisors and clients. Use your application to demonstrate your ability to communicate effectively and manage queries with ease.
Be Detail-Oriented: Attention to detail is key in this role. When filling out your application, ensure that all information is accurate and well-organised. This reflects the standards we uphold at Kingswood.
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’s super easy!
How to prepare for a job interview at kingswood-group.com
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and planning. Familiarise yourself with common terms, processes, and the specific services Kingswood offers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Liaison Administrator, you'll be the go-to person for advisors and clients. Prepare examples of how you've effectively communicated with different departments or handled challenging queries in the past. This will demonstrate your ability to adapt and manage various situations.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions during the interview. Think about times when you've had to follow procedures or manage multiple tasks simultaneously. Practising these scenarios will help you articulate your thought process and problem-solving skills clearly.
✨Understand Company Culture and Values
Kingswood values diversity, equality, and inclusion, so make sure you understand their commitment to these principles. Be prepared to discuss how you can contribute to a positive workplace culture and align with their values, which will show that you're a great fit for the team.
