Client Liaison Administrator - Hybrid, 35h Role

Mattioli Woods plc; Leicester; Híbrido; GBP 25 000 - 30 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

competitive salary

35-hour working week

hybrid working - a blend of home and o

5% employer/5% employee pension

4x salary life assurance and group ink

health cash plan (Core Level 1)

25 days' holiday plus statutory (incre

training and development opportunities

a supportive, collaborative team环境

Resumo da oferta

Mattioli Woods plc in Leicester is seeking a Client Liaison Administrator to work closely with advisers, support client communications, and maintain high professional standards. The role blends office and remote work in a supportive team.

You will handle client queries, manage diaries, prepare meeting packs, and coordinate meetings from booking to arrival. Experience in financial services admin and proficiency with Microsoft Office and Xplan are valued.

Qualificações

• Experience in financial services administration, preferably 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.

Responsabilidades

• 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 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.

Conhecimentos

Communication

Customer service

Attention to detail

Team player

Organised

People skills

Ferramentas

XPLAN

Microsoft Office

Descrição da oferta de emprego

Mattioli Woods plc in Leicester is seeking a Client Liaison Administrator to work closely with advisers, support client communications, and maintain high professional standards. The role blends office and remote work in a supportive team.

You will handle client queries, manage diaries, prepare meeting packs, and coordinate meetings from booking to arrival. Experience in financial services admin and proficiency with Microsoft Office and Xplan are valued.