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Wealth Management Client Liaison & Admin Specialist

Job in Egham, Surrey County, TW20, England, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-01-17
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
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. You will manage queries, prepare documentation, and maintain records effectively. The ideal candidate will possess experience in Wealth Management / Planning and strong client relationship management skills.

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