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Wealth Planning Client Liaison & Advisor Support

Job in Newton Aycliffe, Durham County, DL5, England, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a full-time Client Liaison Administrator for its Newcastle or Newton Aycliffe office. This role involves providing essential support to Advisors and managing client queries effectively. The ideal candidate should have experience in Wealth Management, demonstrate exceptional client management skills, and be adept at coordinating between various departments. The position offers a competitive benefits package including annual leave, a pension scheme, and health insurance.
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