Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 13 days ago

Client Liaison Administrator

mattioliwoods13 open roles

Where
Surrey (Kingswood)
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Liaison Administratormattioliwoods · Surrey (Kingswood)

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on mattioliwoods's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.7% of postings close within 7 days. Measured by our own scanner across the market. mattioliwoods postings stay open a median of 13 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.8%3 days
  3. 13.7%7 days
  4. 22.1%14 days
  5. 37.6%30 days
  6. 59.1%60 days
This job: posted 13 days ago

mattioliwoods median: 13 days open

The posting

We’re currently looking for an exceptional Client Liaison 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 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 (depending on experience)

⏰ 34.5-hour working week

🏥 health cash plan (Core Level 1)

🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)

💼 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)

💖 4x salary life assurance and group income protection

🎉 25 days' holiday plus statutory (increasing with service)

🏠 hybrid working – a blend of home and office time

🌱 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!

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against mattioliwoods's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on mattioliwoods's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    mattioliwoods's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.