Client Liason Administrator

Client Liaison Administrator

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!

• Serve as the first point of contact for clients, handling queries with professionalism, warmth, and a genuine desire to help.
• Provide dedicated support to a financial adviser, manage their diary, prepare meeting packs, and coordinate client meetings from booking through to greeting on arrival.
• Process new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows.
• Maintain accurate client records in Xplan, including fact find information, compliance documentation, and anti‑money laundering (AML) checks.
• Track case progress and keep both advisers and clients informed at every stage.
• Assist with general admin tasks and support the wider team where needed.

• 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.

At Mattioli Woods, you’ll work closely with senior leadership, contribute to high‑level decision‑making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.

• Competitive salary
• 35‑hour working week
• Hybrid working – a blend of home and office time
• 5% employer/5% employee pension
• 4x salary life assurance and group income protection
• Health cash plan (Core Level
  1)
• 25 days’ holiday plus statutory (increasing with service)
• Training and development opportunities
• A supportive, collaborative team environment