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:
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processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
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liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
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managing and prioritising your workload to meet service level agreements
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working with the Finance team to ensure accurate deduction and reporting of fees from platforms
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managing the centralised mailbox and assisting with project work alongside senior team members
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proactively identifying process improvements and staying up to date with system and industry changes
What we’re looking for:
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strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
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excellent attention to detail and ability to work accurately under pressure
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strong communication skills and ability to build effective working relationships across teams
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a proactive, organised approach with the ability to prioritise a varied workload
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desire to obtain industry qualifications to a minimum of Level 3
What’s in it for you:
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competitive benefits package including group pension, life assurance, income protection and health cash plan
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support to study towards industry qualifications
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excellent opportunities for career development and progression within investment operations
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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.
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Developing Investment Administrator in Leicester employer: Mattioli Woods plc
Mattioli Woods plc is an exceptional employer, offering a unique opportunity to join their Financial Adviser Academy in Leicester. With a fully salaried programme that includes one-to-one mentoring and real client exposure, employees benefit from a supportive work culture focused on professional growth and development. The structured training ensures that you not only gain essential skills but also have the chance to progress into a compliant adviser role, making it a rewarding place for those seeking meaningful employment in the financial sector.
