At a Glance
- Tasks: Be the friendly first point of contact for clients and support financial advisers.
- Company: Join Mattioli Woods, a dynamic financial services firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Work closely with senior leadership and enjoy excellent training opportunities.
- Why this job: Grow your career while making a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 38250 - 46750 £ per year.
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.
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 Liaison Administrator employer: Mattioli Woods plc
Mattioli Woods plc is an excellent employer that fosters a collaborative and innovative work culture, where your expertise in risk management will be valued and impactful. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to shape the future of operational resilience within a dynamic, multi-entity environment. Located in a vibrant area, the company also offers a supportive atmosphere that encourages work-life balance and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mattioli Woods plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Liaison Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mattioli Woods plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
