Hybrid Wealth Management Client Liaison & Admin

Mattioli Woods Limited; Alderley Edge; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

35-hour working week

Hybrid working

5% employer/5% employee pension

4x salary life assurance and group IP

Health cash plan (Core Level 1)

25 days’ holiday plus statutory

Training and development opportunities

Supportive, collaborative team

Job summary

Mattioli Woods Limited is seeking an organised financial services administrator to be the first point of contact for clients, handling queries with warmth and professionalism. You will support a financial adviser, manage their diary, prepare meeting packs, and coordinate client meetings from booking through to greeting on arrival, while ensuring AML checks and compliant records in Xplan.

The role requires experience in financial services administration, preferably in wealth management or adviser

Qualifications

• Experience in financial services administration, ideally in wealth management or adviser support.
• Excellent communication skills, professionalism with clients, and a sharp eye for detail.
• Organised and proactive, able to juggle multiple tasks.

Responsibilities

• Be the first point of contact for clients, handling queries with warmth and professionalism.
• Provide dedicated support to a financial adviser, manage their diary and meetings.
• Prepare meeting packs and coordinate client meetings from booking to greeting on arrival.
• Process new business, fund switches, LOA and change of agency procedures end to end.

Skills

Client service

Attention to detail

Proactive

Tools

Microsoft Office

Xplan

Job description

Mattioli Woods Limited is seeking an organised financial services administrator to be the first point of contact for clients, handling queries with warmth and professionalism. You will support a financial adviser, manage their diary, prepare meeting packs, and coordinate client meetings from booking through to greeting on arrival, while ensuring AML checks and compliant records in Xplan.

The role requires experience in financial services administration, preferably in wealth management or adviser