Client & Wealth Advisory Support Specialist

Mattioli Woods Limited; East Malling; Hybrid; GBP 21,000 - 31,000; Full time

Benefits offered by this job

Competitive salary

35-hour working week

Hybrid working

5% employer pension matched

4x salary life assurance

Group income protection

Health cash plan (Core Level 1)

25 days’ holiday + statutory

Training and development

Collaborative team environment

Job summary

Mattioli Woods Limited in East Malling is seeking an enthusiastic Financial Services Administrator to be the first point of contact for clients, handling queries with warmth and professionalism while supporting a financial adviser. You will manage the adviser’s diary, prepare meeting packs, coordinate client meetings from booking to arrival, and handle tasks such as new business processing, LOAs, and AML checks using Xplan.

This role blends client service with accurate record-keeping.

Qualifications

• 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.

Responsibilities

• Be the first point of contact for clients and handle queries with professionalism, warmth, and a genuine desire to help.
• Provide 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

Client communication

Attention to detail

Team player

Professional demeanor

Tools

Microsoft Office

Xplan

Job description

Mattioli Woods Limited in East Malling is seeking an enthusiastic Financial Services Administrator to be the first point of contact for clients, handling queries with warmth and professionalism while supporting a financial adviser. You will manage the adviser’s diary, prepare meeting packs, coordinate client meetings from booking to arrival, and handle tasks such as new business processing, LOAs, and AML checks using Xplan.

This role blends client service with accurate record-keeping.