Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison advisors and administrators across various locations with hybrid working available.
Working alongside our team of experts, as Client Liaison administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Kingswood Group are growing - at pace. So this is a real opportunity to forge a career with a successful company who will provide whatever backing it can to support you in your career aspirations.
Experienced in providing client and financial advisor support, you'll be someone who is presentable, professional and polite with a passion for right-first-time enquiry resolution. Having worked within a wealth planning or at least a financial services environment, you'll ideally have used Xplan or a similar system (though full training will be provided as required)
- 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
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
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.