Client Liaison Administrator Jobs

Client Liaison Administrator

Kingswood Group

Location:
United Kingdom, Sheffield

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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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 Sheffield 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 in 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:
December 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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