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Wealth Planning Client Liaison Specialist

Posted 7 days 22 hours ago by kingswood-group.com

£25,000 - £35,000 Annual
Permanent
Full Time
Other
Buckinghamshire, Walters Ash, United Kingdom, HP14 4PP
Job Description
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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