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Wealth Admin & Client Liaison — Hybrid, 35h
Job in
Belfast, County Antrim, BT1, Northern Ireland, UK
Listed on 2026-08-22
Listing for:
Mattioli Woods plc
Full Time, Part Time
position Listed on 2026-08-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Mattioli Woods is looking for a client services administrator to be the first point of contact for clients, providing professional and warm support to a financial adviser and managing their diary. You will coordinate meetings, prepare packs, process new business, LOAs and AML checks using Xplan, while maintaining accurate client records.
Ideal candidates have experience in wealth-management administration, excellent communication, and strong organisational skills.
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