Client Liaison Administrator

Mattioli Woods Limited; Kingswood; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour working week

Health cash plan

Benenden Healthcare

5% Employer and 5% Employee Group P​en

4x salary life assurance and group IP

25 days' holiday plus statutory

Job summary

Mattioli Woods Limited is seeking an exceptional Client Liaison Administrator to join our team.

This role will be the first point of contact for clients, provide dedicated support to advisers, manage diaries, prepare meeting packs, and coordinate meetings from booking through greeting on arrival, and handle processes like new business, fund switches, LOA, and agency procedure changes end to end using Xplan workflows.

Qualifications

• Experience in financial services administration, ideally in wealth management or supporting advisers.
• Strong people skills and professional client service approach.
• Excellent communication and attention to detail in interactions with advisers and clients.

Responsibilities

• Be the first point of contact for clients, handling queries with professionalism and warmth.
• Provide dedicated support to a financial adviser, manage diaries, prepare meeting packs, and coordinate client meetings.
• Process new business, fund switches, LOAs, and changes of agency procedures using Xplan workflows.
• Maintain accurate client records in Xplan, including fact finds, compliance documentation, and AML checks.
• Track case progress and keep advisers and clients informed at every stage.
• Support wider team with general admin as needed.

Skills

Interpersonal skills

Attention to detail

Communication

Team player

Tools

Microsoft Office

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