Client Liason Administrator

Mattioli Woods plc

6d•Hybrid

About The Position

We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve!

Requirements

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

Nice To Haves

Xplan experience is a bonus

Responsibilities

being the first point of contact for clients – handling queries with professionalism, warmth, and a genuine desire to help
providing 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 anti-money laundering (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