Client Liaison Manager - North

We are looking for a Client Liaison Manager, reporting into our Head of Wealth Planning Operations, who will be responsible for the leadership, operational management and performance of the Kingswood Client Liaison North team.

You need to be proficient at problem solving and decision making and have the ability to adjust to challenges and pressures in the day to day business. You will have involvement and input into Wealth Planning Operations strategic planning process ensuring the operations function is appropriately future-focused.

Leading, directing, setting, monitoring and reviewing individual's performance against daily targets and ensuing that a high standard of customer service is maintained.

The ability to lead multi-disciplined teams is essential, as you will be responsible for motivating and developing our teams while embedding and driving a performance management customer based on our behaviours framework.

Our Working Environment

You will be joining a well renowned business of Wealth managers, with the majority of work being conducted from one of our well-situated offices.

Do you have operational management experience in a regulated Financial services environment?

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK's largest universities. The Group's vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

Our Diversity, Equality and Inclusion commitment

At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
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• 26 days annual leave including a day off for your birthday (plus bank holidays)


• Contributory pension scheme


• Private Healthcare


• Life assurance


• Health insurance


• 2 charity volunteer days


• Employee recognition


• Recruitment referral


• Career Development


• Cycle to work scheme