Financial Services Administrator

We're currently looking for Financial Services Administrators to join our team. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on the clients we serve!

What you'll be doing

• administering and managing a portfolio of pension and personal wealth clients, ensuring accurate records and smooth account management
• supporting consultants in the smooth running of client accounts - from document preparation and workflow management to meeting coordination
• handling client queries and maintaining high levels of service, resolving issues promptly and professionally
• ensuring all activities comply with internal procedures and regulations, maintaining accurate and up-to-date client records
• keeping consultants and clients informed at every stage, tracking case progress and flagging issues proactively
• staying up to date with industry developments and making the most of training and development opportunities

What we're looking for

• minimum three years' experience in financial services administration, ideally with pension or personal wealth clients
• strong understanding of financial products and client portfolio management
• excellent communication and customer service skills - approachable, clear, and professional with clients
• high attention to detail with the ability to resolve client issues efficiently and accurately
• organised, proactive, and able to juggle multiple tasks without dropping the ball
• happy working as part of a team or independently when needed; experience supporting senior consultants or leadership teams is a plus

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

⏰ 34.5-hour working week

🏠 hybrid working - a blend of home and office time in Leicester

💼 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?