Mattioli Woods→
Client Liaison Administrator at Mattioli Woods · Sheffield
Skills
Job Description
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!
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
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.
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!
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
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.
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