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Wealth Management Client Liaison Specialist
Job in
Egham, Surrey County, TW20, England, UK
Listed on 2026-01-17
Listing for:
kingswood-group.com
Full Time
position Listed on 2026-01-17
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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