Mattioli Woods plc is seeking a Client Liaison Administrator to join our team in a hybrid working setup. You will be the first point of contact for clients, provide dedicated support to advisers, manage calendars, prepare meeting packs, and coordinate client meetings from booking through arrival.
You will handle new business processing, fund switches, LOAs, and AML checks, while maintaining accurate client records in XPLAN. Collaboration with advisers and the wider team is essential to success.
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Client Liaison & Wealth Administration Specialist 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.
