At a Glance
- Tasks: Be the friendly first point of contact for clients and support financial advisers.
- Company: Join Mattioli Woods, a dynamic company that values collaboration and expertise.
- Benefits: Enjoy hybrid working, competitive salary, generous holiday, and health cash plan.
- Other info: Great opportunities for training, development, and career progression.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in financial services administration and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
We’re currently looking for an exceptional Client Liaison Administrator to join our team. You will be the first point of contact for clients, handling queries with professionalism, warmth, and a genuine desire to help.
Your responsibilities will include:
- Providing dedicated support to a financial adviser
- Managing their diary
- Preparing meeting packs
- Coordinating client meetings from booking through to greeting on arrival
- Helping with general admin and supporting the wider team where needed
Experience in financial services administration, ideally in wealth management or supporting advisers is required. You should be comfortable with Microsoft Office; Xplan experience is a bonus.
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.
Benefits include:
- Competitive salary
- Hybrid working – a blend of home and office time
- 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
Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
Locations
Customer Focus Administrator in Egham, Surrey employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment. As a Customer Focus Administrator, you will enjoy a competitive salary, hybrid working options, and generous benefits including a robust pension scheme and health cash plan. With ample opportunities for training and career progression, you'll be empowered to grow your skills while contributing to a team that values collaboration and expertise in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Focus Administrator in Egham, Surrey
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mattioli Woods. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Focus Administrator in Egham, Surrey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mattioli Woods will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
