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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 |
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.Kingswood is seeking an experienced Client Liaison Administrator (IFA Administration) for its Sheffield office, however a hybrid working arrangement is available.RESPONSIBILITIES1. Adherence to Management Systems & Controls
Keyskills :
Client LiaisonIFA administrationXPLAN