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- Tasks: Support advisors, manage queries, and prepare paperwork in a dynamic wealth management environment.
- Company: Join Kingswood, a leading wealth management group with a global presence and a commitment to innovation.
- Benefits: Enjoy 25 days annual leave, private healthcare, and extra birthday leave, plus more perks!
- Why this job: Be part of a diverse team that values inclusivity and offers great career development opportunities.
- Qualifications: Ideal candidates have experience in client management and a passion for wealth planning.
- Other info: Contribute to a culture that champions teamwork and continuous evolution.
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 Sheffield.
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.
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
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
Here 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 employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.
Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:
- 25 days annual leave
- An extra day off for your birthday!
- Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
- Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
- Private healthcare – you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one year’s service)
- 2 paid volunteering days – per year, for you to dedicate your time to a cause you are passionate about.
- Enhanced Maternity and Paternity pay for all our Kingswood Group employees
Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:
- Support and empower – we recognise others’ contributions and collaborate to support success.
- Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
- Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
- Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
- Uphold Responsibility – we treat others fairly and always learn from our mistakes.
Client Liaison Administrator employer: Kingswood Group
Contact Detail:
Kingswood Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry, especially the specific services offered by Kingswood. Understanding their approach to client relationships and investment management will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current employees or others in similar roles. This can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in managing client queries and adapting to change. Think of specific examples where you've successfully navigated challenges, as this will demonstrate your suitability for the Client Liaison Administrator role.
✨Tip Number 4
Showcase your ability to work collaboratively across departments. Be ready to explain how you've previously liaised with different teams to achieve common goals, as this is crucial for the role at Kingswood.
We think you need these skills to ace Client Liaison Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or client liaison roles. Use specific examples that demonstrate your ability to manage queries and adapt to change, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, particularly your experience in liaising with different departments and providing exceptional client service.
Showcase Relevant Skills: Emphasise skills that are crucial for the Client Liaison Administrator position, such as communication, organisation, and attention to detail. Provide examples of how you've successfully used these skills in previous roles.
Research Kingswood: Familiarise yourself with Kingswood's values and culture. Mention in your application how you resonate with their commitment to inclusivity and teamwork, and how you can contribute to their vision of becoming a leading global provider in wealth management.
How to prepare for a job interview at Kingswood Group
✨Show Your Wealth Management Knowledge
Make sure to brush up on your knowledge of wealth management and planning. Be prepared to discuss industry trends, regulations, and how they impact client relationships. This will demonstrate your genuine interest in the field and your ability to engage with advisors and clients effectively.
✨Demonstrate Adaptability
Since the role involves managing various queries and challenges, be ready to share examples from your past experiences where you successfully adapted to change. Highlight your problem-solving skills and how you handle unexpected situations.
✨Emphasise Communication Skills
As a Client Liaison Administrator, communication is key. Prepare to discuss how you have effectively liaised with different departments in previous roles. Use specific examples to illustrate your ability to convey information clearly and build strong relationships.
✨Align with Company Values
Familiarise yourself with Kingswood's core values such as teamwork, inclusivity, and continuous evolution. During the interview, express how your personal values align with theirs and provide examples of how you've embodied similar principles in your work.
