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Form of workWorking 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
- Facilitating email communications to customers
- 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
At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
