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
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united kingdom
Any
Posted 14 days ago by Mattioli Woods plc