Mattioli Woods Limited

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 Serve as the first point of contact for clients, handling queries with professionalism, warmth, and a genuine desire to help. Provide dedicated support to a financial adviser, manage their diary, prepare meeting packs, and coordinate client meetings from booking through to greeting on arrival. Process new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows. Maintain accurate client records in Xplan, including fact find information, compliance documentation, and anti money laundering (AML) checks. Track case progress and keep both advisers and clients informed at every stage. Assist with general admin tasks and support 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

Client Relations AdministratorApplylocations: Stockport (Cullen Wealth)time type: Full timeposted on: Posted Todayjob requisition id: R3936We're hiring a detail-driven administrator to keep our client operations running smoothly at Cullen Wealth, part of the Mattioli Woods Group.This isn't a back-office role where you disappear into paperwork. You'll be front and centre - handling transfers, withdrawals, fund switches, ISAs, pensions, and protection cases, while being a key point of contact for clients and consultants alike. What you'll be doing: managing a busy workload of financial transactions end to end answering client and consultant queries by phone and email maintaining accurate records and keeping cases moving working across third-party provider platforms with confidence What we're looking for: at least one year's experience in an IFA practice or with a financial services provider a solid grasp of pension and investment products exceptional organisation and an eye for detail a calm, professional phone manner Intelligent Office (IO) experience is a bonus Why join us? At Cullen Wealth, part of the Mattioli Woods Group, you'll be a valued part of a close-knit team where your work directly shapes the client experience. This role offers real variety, the chance to build deep product knowledge, and a supportive environment where taking initiative is recognised and rewarded. Perks and benefits: competitive salary 34.5-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 environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!

Mattioli Woods Limited is seeking a Client Relations Administrator in Stockport, who will be integral to ensuring smooth client operations at Cullen Wealth. This role involves managing financial transactions, answering client queries, and maintaining records. Candidates should have at least one year of experience in financial services, a solid grasp of pensions and investments, and excellent organisational skills. This position offers hybrid working, competitive salary, and benefits.