Client Liaison Administrator

kingswood-group.com; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Glasgow is looking for a Client Liaison Administrator to provide support to their Wealth Management team. The role includes monitoring advisor diaries, processing sales paperwork, and liaising with clients. Applicants should have experience in client relationship management and an interest in wealth management. The company offers a range of benefits including private healthcare, a contributory pension scheme, and 26 days annual leave, among others.

Benefits

26 days annual leave including a day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

2 charity volunteer days

Career Development

Cycle to work scheme

Qualifications

• Experience in a similar role within Wealth Management/Planning is preferred.
• Ability to communicate effectively with Advisors, Paraplanners, and Clients is crucial.
• Interest in wealth management is necessary.

Responsibilities

• Provide support to advisors by monitoring diaries and processing sales paperwork.
• Attend operational meetings to discuss workloads and raise concerns.
• Maintain records according to company standards.

Skills

Client relationship management

Communication skills

Adaptability

Tools

XPLAN

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 either our Glasgow office 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 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

About Kingswood

Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation.

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.