Mattioli Woods plc is seeking an exceptional Client Liaison Administrator to work closely with advisers, manage client queries with professionalism, and help prepare meeting packs and calendars.
You’ll handle new business processes end-to-end in Xplan, maintain client records, and support the wider team. The role offers a 34.5-hour week, hybrid working, and clear career development within a collaborative, client‑focused environment.
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Client Liaison & Admin Specialist — Hybrid (34.5h) in Kingswood employer: Mattioli Woods plc
Mattioli Woods plc is an exceptional employer, offering a unique opportunity to join their Financial Adviser Academy in Leicester. With a fully salaried programme that includes one-to-one mentoring and real client exposure, employees benefit from a supportive work culture focused on professional growth and development. The structured training ensures that you not only gain essential skills but also have the chance to progress into a compliant adviser role, making it a rewarding place for those seeking meaningful employment in the financial sector.