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Wealth Management Client Liaison Administrator

Job in Egham, Surrey County, TW20, England, UK
Listing for: Kingswood Group
Full Time position
Listed on 2026-01-04
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Job Description & How to Apply Below
A Wealth Management firm based in Egham is seeking a Client Liaison Administrator to provide comprehensive support to advisors and manage client relationships. The role requires effective communication with various departments, alongside exceptional client management skills. Benefits include 26 days of annual leave, private healthcare, and a contributory pension scheme. Ideal candidates will have a background in Wealth Management and skills in handling client queries and paperwork.
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