Client Liason Administrator

Mattioli Woods plc; Leicester; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Customer service

Attention to detail

Team player

Organised

People skills

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 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