Wealth Client Liaison Administrator - Hybrid & Growth

Mattioli Woods plc; England; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour working week

Health cash plan (Core Level 1)

Benenden Healthcare

Pension scheme (5% employer + 5% staff

Lifes assurance

25 days’ holiday plus statutory

Hybrid working

Training and development

Collaborative team environment

Job summary

Mattioli Woods plc is seeking a Client Liaison Administrator to work closely with advisers, manage client inquiries with warmth and professionalism, and ensure smooth service for clients.

You’ll handle diary management, prepare meeting packs, coordinate meetings from booking to arrival, maintain client records in Xplan, and support the wider team in a fast-paced wealth management environment. Hybrid working is available. Competitive salary and benefits.

Qualifications

• Experience in financial services administration or wealth management support.
• Clear, professional communication with clients.
• Excellent attention to detail and organisational skills.

Responsibilities

• Be the first point of contact for clients with queries.
• Provide dedicated support to a financial adviser, managing their diary and meeting packs.
• Coordinate client meetings from booking through to arrival.

Skills

Client liaison

Communication

Organisational skills

Multi-tasking

Team player

Tools

Xplan

Job description

Mattioli Woods plc is seeking a Client Liaison Administrator to work closely with advisers, manage client inquiries with warmth and professionalism, and ensure smooth service for clients.

You’ll handle diary management, prepare meeting packs, coordinate meetings from booking to arrival, maintain client records in Xplan, and support the wider team in a fast-paced wealth management environment. Hybrid working is available. Competitive salary and benefits.