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- Tasks: Support advisors and manage client queries 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 in wealth management.
- Qualifications: Experience in client management and a keen interest in wealth planning is preferred.
- Other info: Join a diverse team and grow your career in a supportive environment.
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 either our Newcastle or Newton Aycliffe office on a full-time, 12 month contract. 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 Newton Aycliffe 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 Newton Aycliffe
✨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 that you’re serious about joining our team at Kingswood.
We think you need these skills to ace Client Liaison Administrator in Newton Aycliffe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in Wealth Management or similar roles. Highlight any relevant skills and achievements that align with the Client Liaison Administrator position. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Don’t forget to mention your adaptability and client management experience, as these are key for us.
Showcase Your Communication Skills: As the first point of contact for our advisors and clients, strong communication is essential. In your application, give examples of how you've effectively liaised with different departments or managed client queries in the past. We love seeing real-life examples!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
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 offered by Kingswood. This will show that you're genuinely interested in the role and can engage in meaningful conversations during the interview.
✨Demonstrate 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 stakeholders in the past. Think about times when you managed queries or resolved issues, and be ready to share those stories.
✨Show Adaptability
The job requires someone who can adapt to change and handle various challenges. Be prepared to discuss situations where you've had to adjust quickly to new information or processes. Highlight your problem-solving skills and how you thrive in dynamic environments.
✨Familiarise Yourself with XPLAN
Since the role involves using XPLAN, it’s a good idea to get a basic understanding of this software if you’re not already familiar. Even if you haven’t used it before, showing that you’ve done your homework and are willing to learn can set you apart from other candidates.
