Business Support Administrator - Harrogate, United Kingdom - Kingswood Group

Kingswood Group

Verified Company

Harrogate, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients.

Supporting with regular operational and administrative tasks, dealing with adviser queries, and ensuring strong service standards are maintained.

RESPONSIBILITIES

The duties associated with this role include, but will not be limited to:

Maintaining data within business logs and internal systems
Processing new business and providing management information
Data input and ongoing management of client records
Supporting data provision to third parties (e.g risk profilers/DD tools)
Portfolio maintenance and management of permissions on platform (eg Quilter, Abrdn).
Creating and updating portfolio documentation such as quarterly fact sheets.
General customer (adviser) and administration support across all areas of the business.

The role will involve assisting in the administration of client data and investments, requiring strong attention to detail and diligence throughout the process.

SKILLS AND EXPERIENCE

Proficient in Microsoft Suite
Excel especially.
Ability to work under pressure and prioritise key tasks throughout the day
Excellent communication/organisational skills, ability to work to strict deadline

Our benefits

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

About Kingswood

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c.

£12 billion of Assets under Management. It has a growing network of 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.

**Our Diversity, Equality and Inclusion commitment