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!

Why join us?

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.

Why join us?

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.

What you’ll be doing:

• being the first point of contact for clients – handling queries with professionalism, warmth, and a genuine desire to help
• providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival
• processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows
• maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks
• tracking case progress and keeping both advisers and clients informed at every stage
• helping with general admin and supporting the wider team where needed

What you’ll be doing:

• being the first point of contact for clients – handling queries with professionalism, warmth, and a genuine desire to help
• providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival
• processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows
• maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks
• tracking case progress and keeping both advisers and clients informed at every stage
• helping with general admin and supporting the wider team where needed

What we’re looking for:

• 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

What we’re looking for:

• 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

Perks and benefits

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!

Perks and benefits

💰 competitive salary (depending on experience)

⏰ 34.5-hour working week

🏥 health cash plan (Core Level 1)

🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)

💼 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)

💖 4x salary life assurance and group income protection

🎉 25 days' holiday plus statutory (increasing with service)

🏠 hybrid working – a blend of home and office time

🌱 training and development opportunities

🤝 a supportive, collaborative team environment