Client Liaison Administrator

Mattioli Woods plc; United Kingdom; Hybrid; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Competitive salary

35-hour working week

Hybrid working

Pension 5% employer/5% employee

Life assurance 4x salary

Health cash plan

25 days’ holiday + statutory

Training and development

Collaborative team

Job summary

Mattioli Woods is looking for a client services administrator to be the first point of contact for clients, providing professional and warm support to a financial adviser and managing their diary. You will coordinate meetings, prepare packs, process new business, LOAs and AML checks using Xplan, while maintaining accurate client records.

Ideal candidates have experience in wealth-management administration, excellent communication, and strong organisational skills.

Qualifications

• Experience in financial services administration, ideally in wealth management or supporting advisers.
• Approachable, clear and professional with clients.
• Excellent attention to detail and strong communication.
• Organised, proactive and able to juggle multiple tasks.

Responsibilities

• Act as first point of contact for clients, handling queries professionally and warmly.
• Provide dedicated support to a financial adviser and manage their diary.
• Prepare meeting packs and coordinate client meetings from booking to arrival.
• Process new business, fund switches, LOA, and change of agency procedures end to end using Xplan.
• Maintain accurate client records in Xplan, including fact find and AML checks.
• Track case progress and keep advisers and clients informed at every stage.

Skills

Financial services admin

People skills

Communication

Office software

Xplan experience

Multitasking

Teamwork

Tools

Xplan

Microsoft Office

Job description

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