Client Liaison Administrator in Egham

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Egham 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\’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 and 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 of 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