At a Glance
- Tasks: Be the friendly face for clients, managing queries and supporting financial advisers.
- Company: Join Mattioli Woods, a dynamic firm focused on collaboration and growth.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Great career progression opportunities and a collaborative team culture.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 25000 - 27000 £ per year.
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
- Serve as the first point of contact for clients, handling queries with professionalism, warmth, and a genuine desire to help.
- Provide dedicated support to a financial adviser, manage their diary, prepare meeting packs, and coordinate client meetings from booking through to greeting on arrival.
- Process new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows.
- Maintain accurate client records in Xplan, including fact find information, compliance documentation, and anti‑money laundering (AML) checks.
- Track case progress and keep both advisers and clients informed at every stage.
- Assist with general admin tasks and support the wider team where needed.
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.
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
Client Liason Administrator in Leicester employer: Mattioli Woods Limited
Mattioli Woods Limited offers an exceptional work environment for the Hybrid Client Relations & Financial Operations Specialist, combining a competitive salary with hybrid working options that promote work-life balance. The company fosters a supportive team culture where employees are encouraged to grow and develop their skills in the financial services sector, making it an ideal place for those seeking meaningful and rewarding employment.
