Client Liason Administrator

Mattioli Woods plc; Leicester; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

35-hour working week

Hybrid working

5% employer pension

5% employee pension

4x salary life assurance

Health cash plan

25 days’ holiday

Job summary

Mattioli Woods plc is seeking a proactive Client Liaison Administrator to join our team. You will be the first contact for clients, supporting advisers, coordinating meetings, and handling queries with professionalism.

Responsibilities include processing new business, LOAs, and ensuring accurate client records in Xplan, with AML checks and compliance documentation. A collaborative, organised team player who can work independently when needed will thrive in this role.

Qualifications

• Experience in financial services administration, ideally wealth management or adviser support.
• People skills: approachable, clear, professional with clients.
• Excellent communication and attention to detail.
• Microsoft Office proficiency; Xplan experience a bonus.

Responsibilities

• Be the first point of contact for clients, handling queries professionally.
• Provide dedicated support to a financial adviser, manage their diary, prepare meeting packs, coordinate meetings.
• Process new business, fund switches, LOA, and changes end to end using Xplan workflows.
• Maintain accurate client records in Xplan, including fact finds, compliance docs, AML checks.
• Track case progress and keep advisers and clients informed at every stage; assist with general admin.

Skills

Financial services experience

People/customer focus

Excellent communication

Detail-oriented

Team player / independent

Tools

Xplan

Microsoft Office

Job description

Client Liaison Administrator

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 stagehelping 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