More jobs:
Hybrid Wealth Admin & Client Liaison Specialist
Job in
Macclesfield, Cheshire, SK11, England, UK
Listed on 2026-08-22
Listing for:
Mattioli Woods plc
Full Time
position Listed on 2026-08-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Mattioli Woods plc is seeking an organised financial services administrator to be the first point of contact for clients, handling queries with warmth and professionalism. You’ll support a financial adviser, manage their diary, prepare meeting packs and coordinate client meetings end to end.
You’ll process new business, fund switches, LOA, and changes of agency procedures while maintaining accurate client records in Xplan and supporting AML checks.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×