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Job Location | Hessle |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £6 billion of Assets under Management. It has a growing network of offices across the UK as well as officesin New York and Johannesburg. Clients range from private individuals to some of the UKs largest universities. The Groups vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinnedby investment in people and innovation in technology to support our advisers and clients.We have an exciting opportunity for a recent graduate to undertake the role of Review Team Assistant in our expanding team at Kingswood in Hessle. Full training will be provided.As a Review Team Assistant you will play a vital role in supporting the delivery of excellent client service. Working alongside our Client Liaison Team you will support our Wealth Planners to ensure the efficient and effective operation of the business byundertaking the production of client review packs. This is a supportive role, working as part of a busy team who adopt a one team ethos to their work. This role requires the right combination of focus, capability and flexibility to play an active part in ensuringwe do the right thing for our clients.Main Duties and Responsibilities:Annual Reviews
Keyskills :
Graduate EntryGraduate Level