Mattioli Woods
Client Liaison Administrator
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Client Liaison Administrator
Client Liaison Administrator
We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve!
What you’ll be doing:
- being the first point of contact for clients – handling queries with professionalism, warmth, and a genuine desire to help
- providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival
- processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows
- maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks
- tracking case progress and keeping both advisers and clients informed at every stage
- helping with general admin and supporting the wider team where needed
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What we’re looking for:
- experience in financial services administration, ideally in wealth management or supporting advisers
- a natural people person – approachable, clear, and professional with clients
- great communicator with a sharp eye for detail
- comfortable with Microsoft Office; Xplan experience is a bonus
- organised, proactive, and able to juggle multiple tasks without dropping the ball
- happy working as part of a team or independently when needed
Why join us?
At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.
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Perks and benefits
- 💰 competitive salary
- ⏰ 35-hour working week
- 🏠 hybrid working – a blend of home and office time
- 💼 5% employer/5% employee pension
- 💖 4x salary life assurance and group income protection
- 🏥 health cash plan (Core Level 1)
- 🎉 25 days’ holiday plus statutory (increasing with service)
- 🌱 training and development opportunities
- 🤝 a supportive, collaborative team environment
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
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