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- Tasks: Support advisors by managing queries, preparing cases, and maintaining records.
- Company: Kingswood Group is a leading wealth management firm with a global presence and diverse clientele.
- Benefits: Enjoy 25 days annual leave, private healthcare, and paid volunteering days.
- Why this job: Join a dynamic team focused on inclusivity, growth, and making a social impact in wealth management.
- Qualifications: Experience in wealth management and exceptional client relationship skills are preferred.
- Other info: Be part of a culture that values diversity and offers great career development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Client Liaison Administrator role at Kingswood Group.
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.
Location: Egham, England, United Kingdom.
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.
At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We help you work towards your financial goals.
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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. Understanding the key concepts, terminology, and current trends will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you to opportunities at Kingswood Group.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Think of specific examples where you've successfully handled client queries or challenges, as this will showcase your ability to thrive in a client-facing role.
✨Tip Number 4
Research Kingswood Group's values and culture. Understanding their commitment to inclusivity and teamwork will allow you to align your responses during the interview, showing that you are a good fit for their team.
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 keywords from the job description to demonstrate that you understand the requirements and can meet them.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ability to manage queries and adapt to change. Mention specific examples from your past experiences that align with the responsibilities of the Client Liaison Administrator role.
Showcase Communication Skills: Since this role involves liaising with various departments, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've successfully managed relationships with clients or colleagues in previous positions.
Highlight Teamwork and Inclusivity: Kingswood Group values teamwork and inclusivity. Include examples in your application that demonstrate your ability to work collaboratively and support a diverse team environment.
How to prepare for a job interview at Kingswood Group
✨Show Your Wealth Management Knowledge
Make sure to brush up on your understanding of wealth management and planning. Be prepared to discuss any relevant experience you have in this field, as it will demonstrate your suitability for the role.
✨Demonstrate Strong Communication Skills
As a Client Liaison Administrator, you'll be the first point of contact for clients and advisors. Practice articulating your thoughts clearly and confidently, and be ready to showcase examples of how you've effectively managed client relationships in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and adaptability. Think of specific situations where you've successfully handled challenges or changes in a previous role, and be ready to share these experiences.
✨Emphasise Teamwork and Inclusivity
Kingswood values teamwork and inclusivity, so be sure to highlight your ability to work collaboratively with different departments. Share examples of how you've contributed to a positive team environment and supported your colleagues.
