Financial Planning Administrator
Mattioli Woods
Redcar
Location
Redcar, England
Were
currently
looking for an
exceptional
Financial Planning 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
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? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
TPBN1_UKTJ
currently
looking for an
exceptional
Financial Planning 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
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? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
TPBN1_UKTJ
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