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- Tasks: Manage and administer client portfolios, ensuring smooth financial operations.
- Company: Join Mattioli Woods, a leader in financial services with a supportive culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Work closely with senior consultants and contribute to impactful financial decisions.
- Qualifications: 5+ years in financial services, strong communication, and organisational skills required.
- Other info: Participate in charity events and enjoy a collaborative team environment.
The predicted salary is between 28800 - 43200 £ per year.
Experienced Financial Services Administrator page is loaded
Experienced Financial Services Administrator
Apply locations Leicester (New Walk) time type Full time posted on Posted Today job requisition id R1572
We\’re Hiring: Experienced Financial Services Administrator
Location: Leicester
Hybrid role | Permanent Position | Competitive salary and benefits
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!
Introduce Yourself
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
Our selection process
We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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Experienced Financial Services Administrator employer: Mattioli Woods Limited
Contact Detail:
Mattioli Woods Limited 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 local events or join online forums where you can connect with others 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 boost your confidence but also demonstrate your commitment to continuous learning during interviews.
✨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 to reflect how your personal values align with theirs, showing that you're not just a fit for the role, but also for the company culture.
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 the company.
Highlight Relevant Skills: In your application, clearly outline your skills that match the job requirements, such as organisational skills, proactive problem-solving, and regulatory compliance knowledge. Use bullet points for clarity.
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, which is crucial for this role.
How to prepare for a job interview at Mattioli Woods Limited
✨Showcase Your Experience
Make sure to highlight your minimum of 5 years' 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 provide examples of how you've successfully resolved client issues or ensured compliance with regulations in your previous roles.
✨Exhibit Strong Communication Skills
Prepare to showcase your excellent customer service and interpersonal skills. Think of instances where you effectively communicated with clients or team members to resolve queries or improve service delivery.
✨Emphasise Organisational Skills
This position involves managing multiple tasks in a fast-paced environment. Be ready to discuss how you prioritise your workload and manage time effectively, perhaps by sharing a specific project or task that required strong organisational skills.
