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!
Skills Required
- Minimum three years' experience in financial services administration
- Experience with pension or personal wealth clients
- Strong understanding of financial products and client portfolio management
- Excellent communication and customer service skills
- High attention to detail and ability to resolve client issues accurately
- Organised, proactive, and able to manage multiple tasks simultaneously
- Experience supporting senior consultants or leadership teams
- Awareness of internal procedures and regulatory compliance
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.
