Mattioli Woods plc is seeking a proactive Client Liaison Administrator to join our team. You will be the first contact for clients, supporting advisers, coordinating meetings, and handling queries with professionalism.
Responsibilities include processing new business, LOAs, and ensuring accurate client records in Xplan, with AML checks and compliance documentation. A collaborative, organised team player who can work independently when needed will thrive in this role.
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Hybrid Client Liaison & Wealth Admin in Leicester 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.
