Client Liaison Administrator

at  Kingswood Group

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for three Client Liaison Administrators 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 AND ITS SUBSIDIARIES IS AN INTERNATIONAL, FULLY INTEGRATED WEALTH AND INVESTMENT MANAGEMENT BUSINESS LISTED ON THE AIM MARKET OF THE LONDON STOCK EXCHANGE WITH MORE THAN 8,000 ACTIVE CLIENTS AND £6.8BN ASSETS UNDER MANAGEMENT. IT HAS A GROWING NETWORK OF OFFICES ACROSS THE UK AS WELL AS OFFICES IN NEW YORK, SAN DIEGO & ATLANTA AND A PRESENCE IN JOHANNESBURG, SOUTH AFRICA. CLIENTS RANGE FROM PRIVATE INDIVIDUALS TO SOME OF THE UK’S LARGEST UNIVERSITIES. THE GROUP’S VISION IS TO BECOME A LEADING INTERNATIONAL VERTICALLY INTEGRATED WEALTH PLANNING AND INVESTMENT MANAGEMENT BUSINESS, UNDERPINNED BY INVESTMENT IN PEOPLE AND INNOVATION IN TECHNOLOGY TO SUPPORT OUR ADVISERS AND CLIENTS. THE COMPANY IS AT AN EXCITING POINT IN ITS HISTORY WITH AMBITIOUS GROWTH PLANS AND £80M OF SECURED CAPITAL TO ACCELERATE THESE PLANS. KINGSWOOD IS CURRENTLY IN NEGOTIATION WITH 10+ BUSINESSES THAT IT IS LOOKING TO ACQUIRE.

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

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

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:

• 26 days annual leave – including a day of 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 years’ 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

• 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 review