Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and support financial consultants in delivering top-notch services.
- Company: Join Mattioli Woods, a leader in financial services with a focus on growth and collaboration.
- Benefits: Enjoy hybrid working, competitive salary, career growth, and access to unique voluntary benefits.
- Why this job: Be part of a dynamic team, gain autonomy, and contribute to impactful financial decisions.
- Qualifications: 5+ years in financial services, strong communication skills, and attention to detail required.
- Other info: Participate in charity events and social activities while advancing your career.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Financial Services Administrator to join our team. You will support our financial consultants by managing and administering a portfolio of pension and personal wealth clients, ensuring the smooth and efficient handling of their financial affairs.
If you are an experienced professional with a strong background in financial services, attention to detail, this role provides a fantastic opportunity to take your career to the next level while working closely with a consultant.
What we\’re looking for:
?? Experience
?? A minimum of 5 years’ experience in a similar financial services role.
?? Solid understanding of financial services and the ability to manage complex client portfolios
?? Previous experience supporting senior consultants or leadership teams is a plus
?? Skills
?? Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels
?? High attention to detail and the ability to work proactively to resolve client issues
?? Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment
?? Ability to work independently and as part of a team, with a collaborative approach
What you’ll be doing:
?? Client Portfolio Management: Supporting a Consultant by administering and managing a portfolio of pension and personal wealth clients.
?? Proactive Support: Collaborating closely with the Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met.
?? Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times.
?? Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations.
?? Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings.
?? Continuous Learning: Staying up-to-date with industry changes and regulations, participating in training to deepen your expertise.
Why join us?
At Mattioli Woods, we recognise the value that experienced professionals bring to our team. You’ll have the opportunity to work closely with senior leadership, contribute to high-level decision-making, and continue growing in your career in financial services. This role offers great autonomy, career progression, and the chance to be part of a dynamic, supportive team.
What’s in it for you?
? Competitive salary and benefits package
? Hybrid working arrangement – flexibility to work from home after training
? Opportunities for career growth and professional development
? Collaborative team environment with a chance to learn from experienced professionals
? Access to a variety of voluntary benefits tailored to your needs
? Participation in charity events and social activities
?? Interested? Apply now and take the next step in your career while supporting consultants in delivering exceptional financial services!
#J-18808-Ljbffr
Experienced Financial Services Administrator employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Services Administrator
✨Tip Number 1
Network with professionals in the financial services industry. Attend relevant events or join online forums where you can connect with others who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the latest trends and regulations in financial services. Being knowledgeable about current industry changes will not only prepare you for interviews but also demonstrate your commitment to continuous learning, which is highly valued in this role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your attention to detail and organisational skills. Think of scenarios where you successfully managed complex client portfolios or resolved client issues proactively.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations during interviews to reflect how your personal values align with theirs, especially regarding customer service and teamwork, as these are crucial for the role.
We think you need these skills to ace Experienced Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles where you've managed client portfolios or supported senior consultants. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key requirements of the job description. Emphasise your attention to detail, customer service skills, and ability to manage multiple tasks. Show enthusiasm for the role and how you can contribute to the team.
Highlight Relevant Skills: In your application, clearly outline your organisational skills, proactive approach, and ability to communicate effectively. Mention any experience with regulatory compliance and administrative support, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential in the financial services industry.
How to prepare for a job interview at Mattioli Woods
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience in financial services. Be prepared to discuss specific examples of how you've managed complex client portfolios and supported senior consultants.
✨Demonstrate Attention to Detail
Since this role requires high attention to detail, prepare to share instances where your meticulousness has positively impacted client outcomes or resolved issues efficiently.
✨Communicate Clearly
Excellent customer service and interpersonal skills are crucial. Practice articulating your thoughts clearly and confidently, as you'll need to communicate effectively with clients and team members alike.
✨Prepare for Regulatory Questions
Familiarise yourself with relevant regulations and internal procedures in the financial services sector. Be ready to discuss how you ensure compliance in your previous roles.
