Client Liaison Administrator | Hybrid Work & Growth in Wealth

Mattioli Woods Limited; Kingswood; Híbrido; GBP 26.000 - 32.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Interpersonal skills

Attention to detail

Communication

Team player

Herramientas

Microsoft Office

Xplan

Descripción del empleo

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.