Ifa Administrator - Hessle, United Kingdom - Kingswood Group

Kingswood Group

Verified Company

Hessle, United Kingdom

1 day ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?

We're looking to add to our team of Client Liaison advisors and administrators in the Hessle office.

Working alongside our team of experts in Hessle, as Client Liaison advisor, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of 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 support, you'll 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 financial services environment, you'll ideally have used Xplan or a similar system (though full training will be provided as required)

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.

£9 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

Our benefits