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 helpproviding dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrivalprocessing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflowsmaintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checkstracking case progress and keeping both advisers and clients informed at every stagehelping with general admin and supporting the wider team where neededWhat we’re looking for:experience in financial services administration, ideally in wealth management or supporting advisersa natural people person – approachable, clear, and professional with clientsgreat communicator with a sharp eye for detailcomfortable with Microsoft Office; Xplan experience is a bonusorganised, proactive, and able to juggle multiple tasks without dropping the ballhappy working as part of a team or independently when neededWhy 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 benefitscompetitive salary (depending on experience) 34.5-hour working weekhealth cash plan (Core Level 1)Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)4x salary life assurance and group income protection25 days' holiday plus statutory (increasing with service)hybrid working – a blend of home and office timetraining and development opportunitiesa supportive, collaborative team environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services! #J-18808-Ljbffr
Client Liaison Administrator 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.
