Client Liaison Administrator Job at Kingswood Group (Egham)

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Sheffield

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

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 in working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

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

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

Fulltime

Client Liaison Manager

We are looking for an experienced Client Liaison Manager/Office Manager to join ...

Location

United Kingdom , Glasgow

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Proven track record of excellent Customer service within a Financial Services Operational environment
Able to demonstrate a strong client focus
People and performance management
Have a can-do attitude
Problem solving and decision-making ability outside of established procedures but within a policy framework
Ability to adjust to challenges and pressures in the day-to-day business
experience of achieving results, deadlines and SLA's

Job Responsibility

Lead, supervise and motivate a team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance
Meet and greet clients and other visitors to the office
assist advisers in the creation of client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports and ensuring that these are recording accurately and in a timely manner
Maintain oversight of Individual Training Plans, MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions
Support a culture of continuous improvement with a view to continually seek ways to improve customer service, quality and efficiency
Take appropriate steps to maximise efficiency of colleagues and operational processes
Responsible for monitoring the quality of work across client interaction work and business processing and escalate to management where appropriate
Sign off staff holidays and ensure adequate cover for the office is made
Proactively review QA results, ensuring any follow up or corrective action is relevant and carried out timely, to achieve QA targets
Support the Training and development framework in delivering a right 1st time approach that also empowers colleague development within the business

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

Fulltime

Client Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Leicester

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working
blended approach to where and how we work

Fulltime

Office Administrator

As an Administrator, you'll play a pivotal role in ensuring smooth operations wi...

Location

United Kingdom , London

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in a construction company is essential
Excellent communication skills, both verbal and written
Strong organisational abilities with a keen eye for detail
Proficient in Microsoft Office Suite and familiar with administrative software
A proactive problem solver who enjoys working in a team-oriented environment

Job Responsibility

Client Liaison: Build and maintain strong relationships with clients, contractors, and suppliers to foster a collaborative work environment
Invoicing: Manage invoicing processes, ensuring accuracy and timely submission to maintain financial flow
Sales Support: Assist the sales team in various administrative tasks to enhance productivity and streamline operations
General Administration: Handle day-to-day administrative duties, keeping things organised and efficient to support team objectives

What we offer

A friendly and supportive work culture that values collaboration and innovation
Flexibility to work from home three days a week, promoting a healthy work-life balance
Opportunities for professional development and career growth within the organisation
Competitive salary and benefits package

Fulltime

Administrator

Opportunity to join a rapidly growing cabling specialist; supportive and fast-pa...

Location

United Kingdom , Strood

Salary:

26000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Confident multitasker with strong admin skills
experienced in a similar role or a bright, motivated graduate/administrator ready to learn
enjoys working with people and solving problems

Job Responsibility

Coordinating site surveys and processing documentation
managing job trackers and client portals
allocating work to subcontractors and handling their paperwork
raising quotes for additional works
producing daily job status reports
liaising with clients to keep projects on track

What we offer

Regular social events
performance bonuses
private medical insurance
career development

Fulltime

Administrator

Are you an organised, detail-oriented individual who enjoys working in a fast-pa...

Location

United Kingdom , Hainault

Salary:

25000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent organisational skills with strong attention to detail
Proven ability to work in a fast-paced environment
Effective communication skills to liaise with both internal teams and clients
Proficiency in using Microsoft Excel for reporting and data tracking
A proactive and self-motivated individual who can prioritise tasks effectively
Ability to work independently as well as part of a collaborative team

Job Responsibility

Entering data on to customer portals
Keeping excel documents updated
Chase for outstanding paperwork where necessary
Carry out daily administrative tasks such as data entry, system updates and reports
Liaise with clients and attend virtual client meetings

What we offer

Onsite parking
Progression opportunities
Pension Scheme
Private health care including dentistry
22 days holiday increasing to a maximum of 28 with service
Death in service
Company product discount
Reward scheme

Fulltime

Administrator

Organised, detail-oriented individual who enjoys working in a fast-paced environ...

Location

United Kingdom , Hainault

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent organisational skills with strong attention to detail
Proven ability to work in a fast-paced environment
Effective communication skills to liaise with both internal teams and clients
Proficiency in using Microsoft Excel for reporting and data tracking
A proactive and self-motivated individual who can prioritise tasks effectively
Ability to work independently as well as part of a collaborative team

Job Responsibility

Liaise with a team of 50 engineers regarding their paperwork on completion of their jobs daily
Upload paperwork on the portal daily
Chase for outstanding paperwork when necessary
Track and update documentation received on Excel
Liaise with clients and attend virtual client meetings
File documentation received
Utilise Excel extensively to produce reports, update, and track information

What we offer

Onsite parking
Progression opportunities
Pension Scheme
Private health care including dentistry
Annual holiday increase
22 days holiday increasing to a maximum of 28 with service
Death in service
Company product discount
Reward scheme

Fulltime

Administrator

Organised, detail-oriented individual who enjoys working in a fast-paced environ...

Location

United Kingdom , Hainault

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent organisational skills with strong attention to detail
Proven ability to work in a fast-paced environment
Effective communication skills to liaise with both internal teams and clients
Proficiency in using Microsoft Excel for reporting and data tracking
A proactive and self-motivated individual who can prioritise tasks effectively
Ability to work independently as well as part of a collaborative team

Job Responsibility

Liaise with a team of 50 engineers regarding their paperwork on completion of their jobs daily
Upload paperwork on the portal daily
Chase for outstanding paperwork when necessary
Track and update documentation received on Excel
Liaise with clients and attend virtual client meetings
File documentation received
Utilise Excel extensively to produce reports, update, and track information

What we offer

Onsite parking
Progression opportunities
Pension Scheme
Private health care including dentistry
Annual holiday increase
22 days holiday increasing to a maximum of 28 with service
Death in service
Company product discount
Reward scheme

Fulltime

Client Liaison Administrator

Kingswood Group

Location:
United Kingdom , Egham

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 03, 2026

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Job Posted:
January 03, 2026