Wealth Planning Operations

Job Location	Ditton, Aylesford
Education	Not Mentioned
Salary	£20,000 - £25,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £5 billion of Assets under Management. It has a growing network of 14 offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.We are seeking candidates with strong client service skills to provide administrative support to the Wealth Planners and be a point of contact for the client in the Wealth Planners absence.Typical duties will include:

Attend regular operations meetings to discuss ongoing work and raise any queries

Monitor and manage the wealth Planners diary

Deal with all bespoke Wealth Planner queries and requests

Prepare meeting packs

Assist with mail merge exercises

Book all client meetings including annual review meetings

Meet and greet all clients

Check all client related compliance and AML documents are certified and valid

Run the electronic AML check and save to the X drive

Prepare review packs, obtaining portfolio valuation report from Business Support and send in the post to the client when applicable

Maintain CRM System (XPLAN)

The ideal candidate will have :

worked in a client service environment, ideally within wealth planning

strong Microsoft Office skills

XPLAN (CRM system) experience. This would be desirable but is not essential.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted. Required skills

Client Services

Motivation

Organisational Skills

Prioritisation

Keyskills :
Motivation Priitisation

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