Full job descriptionDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Client Liaison Administrator to join our team in Penn 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.
Responsibilities
*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 to and maintain an 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.
This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.
Qualifications
*Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients.
*An individual that has an interest in working within Wealth Management/Planning.
*Due to the nature of our organisation, commercial experience working in a similar role is preferred.
*Experience of providing exceptional client and relationship management.




Following significant growth and a major merger, the business now forms part of a wealth management group, providing excellent long-term career prospects, structured progression and the stability of a large national organisation.
The firm delivers holistic financial planning services, including pensions, investments, tax planning and employee benefits, supporting both private and corporate clients. They pride themselves on building long-term client relationships and maintaining exceptionally high service standards, with a collaborative culture where advisers, administrators and paraplanners work closely together.
This is an excellent opportunity for someone looking to develop their career within wealth management, with comprehensive training, exposure to a wide range of financial planning work and the chance to join a business that genuinely invests in its people. The role offers hybrid working, a supportive team environment and clear opportunities for professional development, including support towards industry qualifications.