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Financial Advisor

Wealth Management Client Liaison Specialist

Job in Egham, Surrey County, TW20, England, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A financial services firm in Egham is seeking a Client Liaison Administrator to provide support to advisors and clients. The ideal candidate will manage queries, prepare documentation, and maintain records effectively. Experience in Wealth Management/Planning and strong client relationship management skills are essential.

This role offers benefits such as private healthcare and a contributory pension scheme. Join us to be part of a diverse and growing team dedicated to exceptional client service.
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