At a Glance
- Tasks: Manage client portfolios and provide proactive support to Financial Advisers.
- Company: Join Mattioli Woods, a leader in financial services with a dynamic team.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for career growth.
- Other info: Fast-paced environment with a focus on collaboration and attention to detail.
- Why this job: Make a real impact by delivering exceptional financial services to clients.
- Qualifications: 2+ years in financial services with strong client service and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
Were currently looking for an exceptional Financial Services Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve! What youll be doing: being the first point of contact for clients handling queries with professionalism, warmth, and a genuine desire to help providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks tracking case progress and keeping both advisers and clients informed at every stage helping with general admin and supporting the wider team where needed What were looking for: experience in financial services administration, ideally in wealth management or supporting advisers a natural people person approachable, clear, and professional with clients great communicator with a sharp eye for detail comfortable with Microsoft Office; Xplan experience is a bonus organised, proactive, and able to juggle multiple tasks without dropping the ball happy working as part of a team or independently when needed Why join us? At Mattioli Woods, youll 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. Perks and benefits competitive salary 35-hour working week 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 a supportive, collaborative team environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services! TPBN1_UKTJ
Financial Services Administrator employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including a hybrid working model, and a collaborative team culture, you'll have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. Sometimes, a friendly chat can lead to a job opening that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your experience aligns with their mission. Tailor your responses to highlight your client service skills and attention to detail – they’re key for this role!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in managing client portfolios and handling queries professionally.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your 2+ years of experience in financial services. We want to see how your skills match the role, so don’t be shy about showcasing your knowledge of portfolio administration and client service.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Services Administrator role. Share specific examples of how you've managed client portfolios and handled queries with professionalism.
Show Off Your Attention to Detail:In this fast-paced environment, attention to detail is key. Make sure your application is free from typos and errors. We appreciate a well-organised application that reflects your proactive approach!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our dynamic team!
How to prepare for a job interview at Mattioli Woods
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the basics of portfolio administration, pensions, and personal wealth management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client Service Skills
Prepare examples of how you've provided excellent client service in the past. Think about specific situations where you handled queries or resolved issues with professionalism. This will demonstrate your ability to communicate clearly and effectively, which is crucial for this role.
✨Be Organised and Proactive
During the interview, highlight your organisational skills and proactive approach. You might want to discuss how you prioritise tasks in a fast-paced environment. This will reassure them that you can manage multiple client portfolios efficiently.
✨Understand Regulatory Compliance
Familiarise yourself with the regulatory aspects of financial services. Be ready to discuss how you ensure compliance in your work. This shows that you take the responsibilities of the role seriously and are aware of the importance of adhering to regulations.
