Wealth management Work, Jobs in Great Glen, Lec (with Salaries)

Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
3d
Senior Wealth Management Administrator
Willday Wealth Management —Leicester
- £28,000 - £36,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Gym membership
Quick apply
12d
Head of Performance Improvement
Nationwide Platforms —Lutterworth
- Communication skills
- Annual leave
Joules Finance Analyst (Product & Trade)
NEXT —Market Harborough
- Full-time
- Microsoft Excel
- Customer service
- Analysis skills
- Free parking
- Employee assistance programme
Account Handler
PIB Group Services Ltd. —Leicester
- Communication skills
Quick apply
Assistant Principal (Inclusion)
Cedar Road Primary School —Northampton
- £52,026 - £54,663 a year
- Leadership
- School
- Employee assistance programme
4d
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Legal Assistant - Private Client
GloverPriest —Wellingborough
- Word processing
- Microsoft Office
- Typing
3d
FP&A Manager
Nationwide Platforms —Lutterworth
- Communication skills
14d
Exam Invigilator
Malcolm Arnold Academy —Northampton
- £12.85 an hour
- English
- Leadership
- School
- Annual leave
- Employee assistance programme
Office Co-Ordinator
Nationwide Platforms —Lutterworth
- £28,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
Business Development Manager
Fraikin —Coventry
- £60,000 a year
- Full-time
- Remote
- Sales
- Business development
- Contracts
- Annual leave
- Employee discount
Quick apply
Office Manager
Discovery Schools Academies Trust —Loughborough
- £27,858 - £30,078 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
2d
Administrator
Ashwood Law Wealth Management —Coalville
- Full-time
- Microsoft Word
- Accounting
- In-person
Quick apply
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
3d
Powered Access Customer Support Engineer
Nationwide Platforms —Leicester
- £33,000 a year
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee discount
Personal Assistant
The David Ross Education Trust —Loughborough
- £30,024 - £32,061 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Flexible schedule
Lecturer – Construction and Built Environment
Moulton College —Moulton
- £34,492 - £41,140 a year
- Full-time
- Civil engineering
- Classroom experience
- Free parking
- Annual leave
Contracts Manager
Octavius Infrastructure —Northampton
- Full-time
- Hybrid work
- Civil engineering
- Construction
- Leadership
- Annual leave
22h
IT Service Desk Analyst
Nationwide Platforms —Lutterworth
- £26,000 - £27,000 a year
- Customer service
- IT
- Annual leave
- Employee discount

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Client Liason Administrator

Mattioli Woods -
Leicester

Apply Now

Job details

3 days ago

Benefits

Company pension

Qualifications

Microsoft Office
Financial services

Full job description

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!

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

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

Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!

Apply Now

Refine Your Search

wealth management jobs in great glen, lec

Client Liason Administrator

Senior Wealth Management Administrator

Head of Performance Improvement

Joules Finance Analyst (Product & Trade)

Account Handler

Assistant Principal (Inclusion)

Financial Services Administrator

Legal Assistant - Private Client

FP&A Manager

Exam Invigilator

Office Co-Ordinator

Business Development Manager

Office Manager

Administrator

Paraplanning Team Leader

Powered Access Customer Support Engineer

Personal Assistant

Lecturer – Construction and Built Environment

Contracts Manager

IT Service Desk Analyst

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