Financial Planning Administrator
Mattioli Woods
Dormanstown · posted 20 August 2026
Job type
full time
Location
Dormanstown, North Yorkshire
Category
Accountancy
Were currently looking for an exceptional Financial Planning Administrator to join our team .
Do you have the right skills and experience for this role Read on to find out, and make your application.
This is a great opportunity to work closely with advisers, develop your expertise , and make a visible impact on the clients we serve ! What youll be doing being the first point of contact for clients
- handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, including Fact Find information, compliance documentation, and AML checks processing new business, fund switches, LOAs, and change of agency procedures end to end using XPLAN workflows 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 are we 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, youll 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 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? xwzovoh Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
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Do you have the right skills and experience for this role Read on to find out, and make your application.
This is a great opportunity to work closely with advisers, develop your expertise , and make a visible impact on the clients we serve ! What youll be doing being the first point of contact for clients
- handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, including Fact Find information, compliance documentation, and AML checks processing new business, fund switches, LOAs, and change of agency procedures end to end using XPLAN workflows 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 are we 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, youll 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 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? xwzovoh Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!