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Wealth Planning Client Liaison Specialist

Job in High Wycombe, Buckinghamshire, HP13, England, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial planning group in High Wycombe is seeking a Client Liaison Administrator to join their team. You will be the primary contact for clients and advisors, providing essential support including managing queries and handling sales paperwork. Candidates should ideally have commercial experience in a similar role and a strong interest in Wealth Management. The position involves significant client interaction and requires excellent communication skills.

The role offers a comprehensive benefits package including a contributory pension scheme and private healthcare.
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