employment 4 students - The UK's most visited student jobsite

Menu

This job is no longer available, please Click here to find other similar vacancies.

Apprentice Client Liaison Administrator

The Kingswood Group
Pay: On application
Location: West Malling West Malling United Kingdom
Category: Entry Level
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time, Indoor , Daytime Work
Job reference: E05069793
Customer Service/Call Centre 2022-05-08 2022-05-27

Job Description

At Kingswood Group, we're growing - and we want people to grow with us! These are rare opportunities to join a growing, thriving, ambitious Wealth and Investment Management company. Potential permanent opportunity for someone starting off their career or looking for a career change into Client Liaison within the Wealth and Investment Management sector. As Apprentice Client Liaison Administrator you will be working in a small team in our East Malling office, providing administrative and clerical support to our Client Liaison teams as well as our Paraplanners and Advisors. Your responsibilities will include: · Processing mail as appropriate · Dealing with general enquiries from Advisors, Paraplanners, colleagues and clients · Updating client information in our systems · Ensuring administrative actions our completed in a timely manner · Supporting the relevant teams when processing client information Full systems training will be provided and you will also be completing the Level 3 Senior Financial Services Customer Services qualification, with support given to you from Kingswood group in the form of mentorship, line management and coaching About Kingswood 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 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.

Apply Now

Enter your email address and we'll email you jobs like this!