At a Glance
- Tasks: Support trading operations by processing trades and managing client cash investments.
- Company: Join Mattioli Woods, a leader in financial services with a supportive culture.
- Benefits: Enjoy competitive benefits, study support for qualifications, and career development opportunities.
- Other info: Be part of a team that values collaboration, charity events, and social activities.
- Why this job: Make an impact in investment operations while working in a dynamic and rewarding environment.
- Qualifications: Strong numeracy, literacy, IT skills, and a proactive approach to work.
The predicted salary is between 27000 - 33000 £ per year.
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.
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.
Developing Investment Administrator in Leicester employer: Mattioli Woods Limited
Mattioli Woods Limited offers an exceptional work environment for the Hybrid Client Relations & Financial Operations Specialist, combining a competitive salary with hybrid working options that promote work-life balance. The company fosters a supportive team culture where employees are encouraged to grow and develop their skills in the financial services sector, making it an ideal place for those seeking meaningful and rewarding employment.
