Client Liaison Administrator

About the role

This varied and rewarding position supports Financial Advisers by managing client relationships and ensuring smooth processing of financial services business. You will act as a key point of contact for both clients and providers, delivering accurate and efficient service in a fast‑paced, regulated environment.

Key responsibilities

• Provide dedicated administrative support to Financial Advisers, including diary management and preparation of client meeting packs.
• Act as the primary contact for clients, booking meetings, handling queries and keeping clients informed throughout application processing.
• Assist in case preparation for paraplanning, obtain illustrations and projections, and complete pre‑submission compliance and AML checks.
• Process new business applications across pensions, investments and protection products, as well as fund switches and withdrawals.
• Manage provider and agency administration, including Letters of Authority, Change of Agency requests and deceased client procedures.
• Maintain accurate client records in XPLAN, ensuring all activity is recorded and audit trails are kept.

Required profile

• Highly organised and client‑focused.
• Comfortable working in a fast‑paced, regulated environment.

Required skills

• XPLAN

What we offer

• Competitive salary between £32,000 and £34,000 per year.
• Opportunity to work within a supportive team in the financial services sector.