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Job Location | Sheffield |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Are you someone with customer service administration experience ideally within a Wealth Management/Wealth Planning environmentWere looking to add to our team of Client Liaison advisors and administrators in our Sheffield offices.Working alongside our team of experts in Sheffield, as Client Liaison administrator, you will provide support to advisors and will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an arrayof different queries and challenges.Kingswood Group are growing - at pace. So this is a real opportunity to forge a career with a successful company who will provide whatever backing it can to support you in your career aspirations.Experienced in providing client and financial advisor administrative support, youll be someone who is presentable, professional and polite with a passion for right-first-time enquiry resolution. Having worked within a wealth planning or at least a financialservices environment, youll ideally have used Xplan or a similar system (though full training will be provided as required)About KingswoodKingswood 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.
Keyskills :
AdministrativeAdministrative SupportCustomer ServiceFinancial ServicesGeneral Admin