Client & Wealth Advisory Support Specialist
Job in
East Malling, West Malling, Kent County, ME19, England, UK
Listed on 2026-08-21
Listing for:
Mattioli Woods Limited
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Mattioli Woods Limited in East Malling is seeking an enthusiastic Financial Services Administrator to be the first point of contact for clients, handling queries with warmth and professionalism while supporting a financial adviser. You will manage the adviser’s diary, prepare meeting packs, coordinate client meetings from booking to arrival, and handle tasks such as new business processing, LOAs, and AML checks using Xplan.
This role blends client service with accurate record-keeping.
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