Financial Planning Administrator

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 doingbeing the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to helpproviding support to financial advisers, preparing review meeting packsmaintaining accurate client records in XPLAN, including Fact Find information, compliance documentation, and AML checksprocessing new business, fund switches, LOAs, and change of agency procedures end to end using XPLAN workflowstracking case progress and keeping both advisers and clients informed at every stage helping with general admin and supporting the wider team where neededWhat are we looking forexperience in financial services administration, ideally in wealth management or supporting advisersa natural people person - approachable, clear, and professional with clientsgreat communicator with a sharp eye for detailcomfortable with Microsoft Office; XPLAN experience is a bonusorganised, proactive, and able to juggle multiple tasks without dropping the ballhappy working as part of a team or independently when neededWhy 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 benefitscompetitive salary35-hour working week5% employer / 5% employee pension4x salary life assurance and group income protectionhealth cash plan (Core Level 1)25 days holiday plus statutory (increasing with service)training and development opportunitiesa supportive, collaborative team environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!TPBN1_UKTJ