Hybrid Client Liaison & Wealth Admin

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

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.