Client Liaison Administrator

Mattioli Woods plc; England; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour working week

Health cash plan (Core Level 1)

Benenden Healthcare

Pension scheme (5% employer + 5% staff

Lifes assurance

25 days’ holiday plus statutory

Hybrid working

Training and development

Collaborative team environment

Job summary

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.

Qualifications

• Experience in financial services administration or wealth management support.
• Clear, professional communication with clients.
• Excellent attention to detail and organisational skills.

Responsibilities

• Be the first point of contact for clients with queries.
• Provide dedicated support to a financial adviser, managing their diary and meeting packs.
• Coordinate client meetings from booking through to arrival.

Skills

Client liaison

Communication

Organisational skills

Multi-tasking

Team player

Tools

Xplan

Job description

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 (depending on experience)
• 34.5-hour working week
• health 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 protection
• 25 days’ holiday plus statutory (increasing with service)
• hybrid working – a blend of home and office time
• training and development opportunities
• a supportive, collaborative team environment