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- Tasks: Support advisors and manage client queries in a dynamic wealth management environment.
- Company: Join Kingswood Group, a leading financial planning firm with a diverse culture.
- 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 growing team with excellent career growth and a commitment to diversity.
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 either our Glasgow office 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’re expected to adapt to change and manage an array of different queries and challenges.
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.
- Attend operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.
- Adhere to 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 tasks 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.
- Commercial experience working in a similar role is preferred due to the nature of our organisation.
- 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. The Group’s vision is 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, 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 Glasgow employer: Kingswood Group
Contact Detail:
Kingswood Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Administrator in Glasgow
✨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 that you’re not just a fit for the role, but that you’re genuinely excited about what Kingswood does!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in making a lasting impression. It shows you’re keen and professional, which is exactly what they’re looking for in a Client Liaison Administrator.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing applications come directly from motivated candidates who are eager to join our team at Kingswood. Let’s get you started on this exciting journey!
We think you need these skills to ace Client Liaison Administrator in Glasgow
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 client management skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that relate to the job description and show us your enthusiasm for joining Kingswood.
Showcase Your Communication Skills: As a Client Liaison Administrator, communication is key. In your application, demonstrate how you've effectively liaised with different departments or clients in the past. We want to see your ability to adapt and manage queries!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Kingswood Group
✨Know Your Wealth Management Basics
Before heading into the interview, 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 not only show your interest in the field but also help you engage more effectively with the interviewers.
✨Demonstrate Your Client Liaison Skills
Since the role involves liaising with various departments and clients, prepare examples from your past experiences where you've successfully managed client relationships or resolved queries. Highlight your communication skills and adaptability, as these are crucial for the Client Liaison Administrator position.
✨Familiarise Yourself with XPLAN
If you have experience with XPLAN or similar software, make sure to mention it during the interview. If not, do a bit of research to understand its functionalities. Being able to discuss how you would use such tools to streamline processes will impress the interviewers and show your proactive approach.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only demonstrates your genuine interest in Kingswood Group but also helps you assess if it's the right fit for you.
