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Client Liaison Administrator

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Kingswood Group

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Location:
United Kingdom , Penn

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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 Penn 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.

Job Responsibility:

  • 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

Requirements:

  • Experience working within a Wealth Management/Wealth Planning environment
  • Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
  • Interest of working within Wealth Management/Planning
  • Commercial experience working in a similar role is preferred
  • Experience of providing exceptional client and relationship management
What we offer:
  • 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

Additional Information:

Job Posted:
January 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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