Client Liaison Administrator

Role Overview

• 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

Requirements

• 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

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