Hybrid Client Liaison & Wealth Admin

Job Description

Mattioli Woods plc is seeking a proactive Client Liaison Administrator to join our team. You will be the first contact for clients, supporting advisers, coordinating meetings, and handling queries with professionalism.

Responsibilities include processing new business, LOAs, and ensuring accurate client records in Xplan, with AML checks and compliance documentation. A collaborative, organised team player who can work independently when needed will thrive in this role.

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Mattioli Woods plc

Hybrid Client Liaison & Wealth Admin

Job Description

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