Wood Work, Jobs in Mountsorrel, Lec (with Salaries)

Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
Client Administrator – Employee Benefits
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Life insurance
Integrations Director
Mattioli Woods —Leicester
- Full-time
- Presentation skills
- Financial services
Developing Investment Administrator
Mattioli Woods —Leicester
- Full-time
- Computer literacy
- Computer skills
- Communication skills
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Financial services
- Leadership
- Communication skills
Client Experience Partner
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Mentoring
Trainee Financial Adviser
Mattioli Woods —Leicester
- Full-time

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Client Liason Administrator

Mattioli Woods -
Leicester

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Job details

Benefits

Company pension

Qualifications

Meeting coordination
Stakeholder liaison
Administrative support experience
Case record updates
Microsoft Office Suite
Financial advisory support experience

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

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wood jobs in mountsorrel, lec

Client Liason Administrator

Client Administrator – Employee Benefits

Integrations Director

Developing Investment Administrator

Financial Services Administrator

Client Experience Partner

Trainee Financial Adviser

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