Hybrid Wealth Admin & Client Liaison Specialist

Mattioli Woods plc; Macclesfield; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

competitive salary

35-hour working week

hybrid working – a blend of home and办公

5% employer/5% employee pension

4x salary life assurance and group

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 is seeking an organised financial services administrator to be the first point of contact for clients, handling queries with warmth and professionalism. You’ll support a financial adviser, manage their diary, prepare meeting packs and coordinate client meetings end to end.

You’ll process new business, fund switches, LOA, and changes of agency procedures while maintaining accurate client records in Xplan and supporting AML checks.

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, handling queries with professionalism and warmth.
• Provide dedicated support to a financial adviser, manage their diary and meeting packs.
• Coordinate client meetings from booking through to greeting on arrival.
• Process new business, fund switches, LOA, and change of agency procedures end to end.
• Maintain accurate client records in Xplan, including fact find and AML checks.
• Track case progress and keep advisers and clients informed throughout.
• Assist with general admin and support the wider team.

Skills

Financial services administration

Wealth management support

Microsoft Office

Xplan

Tools

Xplan

Microsoft Office

Job description

Mattioli Woods plc is seeking an organised financial services administrator to be the first point of contact for clients, handling queries with warmth and professionalism. You’ll support a financial adviser, manage their diary, prepare meeting packs and coordinate client meetings end to end.

You’ll process new business, fund switches, LOA, and changes of agency procedures while maintaining accurate client records in Xplan and supporting AML checks.