At a Glance
- Tasks: Be the first point of contact for clients and support financial advisers.
- Company: Join a dynamic team at Mattioli Woods, known for collaboration and growth.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Great career progression opportunities and a chance to work closely with leadership.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 25000 - 30000 £ per year.
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 help.
- Providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival.
- Processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows.
- Maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks.
- Tracking case progress and keeping both advisers and clients informed at every stage.
- Helping with general admin and supporting the wider team where needed.
What we’re looking for:
- Experience in financial services administration, ideally in wealth management or supporting advisers.
- A natural people person – approachable, clear, and professional with clients.
- Great communicator with a sharp eye for detail.
- Comfortable with Microsoft Office; Xplan experience is a bonus.
- Organised, proactive, and able to juggle multiple tasks without dropping the ball.
- Happy working as part of a team or independently when needed.
Why 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 benefits:
- Competitive salary.
- 35-hour working week.
- Hybrid working – a blend of home and office time.
- 5% employer/5% employee pension.
- 4x salary life assurance and group income protection.
- Health cash plan (Core Level 1).
- 25 days’ holiday plus statutory (increasing with service).
- Training and development opportunities.
- A supportive, collaborative team environment.
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
Client Liaison Administrator in Surrey employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment. As a Client Liaison Administrator, you will enjoy a competitive salary, a 35-hour working week, and the flexibility of hybrid working, all while contributing to a collaborative team that values your expertise and offers ample opportunities for career progression and professional development.
