Want to break into financial services but not sure where to start? This is your door in.
We're hiring two Client Services Administrators on a 12-month fixed-term contract to join our friendly team at Mattioli Woods — one of the UK's leading wealth management firms. No prior experience in financial services is required, just a great attitude and a willingness to learn.
What you'll be doing
contacting clients to book their annual financial review appointments
keeping client records accurate and up to date on our systems
managing your own workload to meet deadlines
supporting senior consultants so they can focus on complex client work
What we're looking for
GCSEs (or equivalent) in Maths and English
comfortable on the phone and confident in written communication
organised, reliable, and good attention to detail
confident using computers and happy to learn new systems
a positive, can-do attitude — everything else we can teach
Where this can take you
You'll be part of a collaborative, client-focused environment with real opportunities to grow your career in financial services. We invest in people who show drive and curiosity — with structured support and a chance of permanent employment for the right candidates at the end of the contract.
Benefits:
💰 Pension scheme
🛡️ Life assurance & income protection
💊 Health Cash Plan
🧘 Flexible voluntary benefits
🎉 Social & charity events
Skills Required
- GCSEs in Maths and English
- Comfortable on the phone and in written communication
- Organised and reliable with attention to detail
- Confident using computers and willing to learn new systems
- Positive attitude and willingness to learn
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
