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Hybrid Wealth Management Client Liaison & Admin
Job in
Alderley Edge, Cheshire, SK9 7JU, England, UK
Listed on 2026-08-21
Listing for:
Mattioli Woods Limited
Full Time
position Listed on 2026-08-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
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
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