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For Companies At a Glance
- Tasks: Support Advisors and manage client relationships in a dynamic wealth management environment.
- Company: Join Kingswood Group, 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: Make a real impact in wealth management while developing your skills in a supportive team.
- Qualifications: Experience in client management and a passion for wealth planning is preferred.
- Other info: Be part of a diverse team dedicated to innovation and client success.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Client Liaison Administrator role at Kingswood Group. 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
- 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.
Client Liaison Administrator in Egham employer: Kingswood Group
Contact Detail:
Kingswood Group 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 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! Research Kingswood Group and understand their values, services, and recent developments. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Liaison Administrator, you'll need to liaise with various departments. Role-play with a friend or family member to get comfortable discussing your experience and how it relates to the role.
✨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 serious about joining Kingswood Group and ready to contribute to their mission.
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 is tailored to the Client Liaison Administrator role. Highlight any experience you have in Wealth Management or similar environments, and don’t forget to showcase your skills in client relationship management!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working at Kingswood and how your background makes you a perfect fit for the team. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, be sure to mention any specific experiences that relate to the tasks listed in the job description. Whether it's managing diaries or preparing meeting packs, we want to see how you can contribute!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at Kingswood!
How to prepare for a job interview at Kingswood Group
✨Know Your Wealth Management Stuff
Make sure you 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 during the interview.
✨Showcase Your Client Liaison Skills
Prepare examples that highlight your experience in client relationship management. Think of specific situations where you effectively liaised between different departments or resolved client queries. This will demonstrate your ability to thrive in a role that requires strong communication skills.
✨Get Comfortable with XPLAN
Since the role involves using XPLAN, it’s a good idea to familiarise yourself with this software if you haven’t already. If you have experience with similar tools, be ready to discuss how you can quickly adapt to new systems. Showing your tech-savviness can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if Kingswood is the right fit for you.
