Review Team Administrator
The successful candidate will play a vital role in supporting the delivery of excellent client service. Working alongside our Client Liaison Team you will support our Wealth Planners to ensure the efficient and effective operation of the business by undertaking the production of client review packs. This is a supportive role, working as part of a busy team who adopt a one team ethos to their work. This role requires the right combination of focus, capability and flexibility to play an active part in ensuring we do the right thing for our clients.
This role can be based in any of our UK offices. Please specify your preferred location when applying.
Main Duties and Responsibilities:
Annual Reviews
- You will be required to assist advisers in the creation of client financial reports and letters.
- Compile an annual review pack for each client in a timely manner in line with requirements, including the production of valuations and client investments.
- Accurate recording and maintenance of information.
Effective Communication & Support
- Communicate with colleagues, clients and product providers in a professional manner.
- Attend regular operational meetings.
- Assist other support staff as and when required.
- Handle telephone and email enquiries efficiently and effectively.
Adherence to Management Systems & Controls
- Work with colleagues to ensure adherence to company procedures and standards and maintain an up to date knowledge of company policies.
- Use relevant technology as required for the role (full training will be provided).
Key Skills & Experience:
· Strong client service skills
· Excellent communication skills
· Strong Microsoft Office skills
· Strong methodical and organisational skills
· Accurate with good attention to detail
· Basic knowledge of the financial service sector would be beneficial.
Additional desirable experience:
- Use of IRESS XPLAN
- Knowledge of Dynamic Planner
- Department
- Operations
- Locations
- Hessle, East Malling, Sheffield
- Remote status
- Hybrid Remote
About Kingswood Group
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.
Review Team Administrator
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