Mattioli Woods plc is seeking a Client Liaison Administrator to work closely with advisers, manage client inquiries with warmth and professionalism, and ensure smooth service for clients.
You’ll handle diary management, prepare meeting packs, coordinate meetings from booking to arrival, maintain client records in Xplan, and support the wider team in a fast-paced wealth management environment. Hybrid working is available. Competitive salary and benefits.
#J-18808-Ljbffr
Wealth Client Liaison Administrator - Hybrid & Growth 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.
