Leicester (Hybrid)
Full-time | 12 Month FTC
Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator to join our Client Dealing team, playing a key role in monitoring client cash, processing trades, and investing client monies in a fast-moving and rewarding environment.
About the role
As part of the Investment Operations Client Dealing team, you will support the day-to-day trading requirements of the business – — including client cash investment, sales, withdrawals, and model portfolio switching. You will work closely with Investment Managers, Client Relationship Managers, and the wider Finance team, and will be encouraged to contribute ideas to improve processes and drive better client outcomes.
What you’ll be doing:
processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
managing and prioritising your workload to meet service level agreements
working with the Finance team to ensure accurate deduction and reporting of fees from platforms
managing the centralised mailbox and assisting with project work alongside senior team members
proactively identifying process improvements and staying up to date with system and industry changes
What we’re looking for:
strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
excellent attention to detail and ability to work accurately under pressure
strong communication skills and ability to build effective working relationships across teams
a proactive, organised approach with the ability to prioritise a varied workload
desire to obtain industry qualifications to a minimum of Level 3
What’s in it for you:
competitive benefits package including group pension, life assurance, income protection and health cash plan
support to study towards industry qualifications
excellent opportunities for career development and progression within investment operations
supportive team culture with charity events and regular social activities
About Mattioli Woods
With decades of experience in financial services and employee benefits, Mattioli Woods provides tailored, relationship-led solutions to our clients. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
📩 Interested in joining us? Apply today or get in touch for a confidential conversation.
Skills Required
- Strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
- Excellent attention to detail and ability to work accurately under pressure
- Strong communication skills and ability to build effective working relationships across teams
- Proactive, organised approach with the ability to prioritise a varied workload
- Desire to obtain industry qualifications to a minimum of Level 3
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.
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