About this role
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? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!