We’re looking for an experienced Financial Services Administrator to join our team, supporting financial consultants in managing and administering pension and personal wealth client portfolios. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on client experience.
What we’re looking for:
minimum 5 years’ experience in financial services administration, ideally with pensions or personal wealth clients
strong understanding of financial products and client portfolio management
experience supporting senior consultants or leadership teams is a plus
excellent communication and customer service skills
high attention to detail, proactive, and able to resolve client issues efficiently
strong organisational skills and ability to prioritise multiple tasks
collaborative team player, with the ability to work independently
What you’ll be doing:
administer and manage a portfolio of pension and personal wealth clients
support consultants in the smooth running of client accounts
handle client queries and maintain high levels of service
ensure activities comply with internal procedures and regulations
provide administrative support, including document preparation, workflow management, and meeting coordination
stay up-to-date with industry developments and training opportunities
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!
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.
