Annual Review Coordinator - 12 Month FTC in Leicester

Annual Review Coordinator - 12 Month FTC in Leicester

Leicester Full-Time No working from home possible
Mattioli Woods

Want to break into financial services but not sure where to start? This is your door in.

We're hiring two Client Services Administrators on a 12-month fixed-term contract to join our friendly team at Mattioli Woods β€” one of the UK's leading wealth management firms. No prior experience in financial services is required, just a great attitude and a willingness to learn.

What you'll be doing

  • contacting clients to book their annual financial review appointments

  • keeping client records accurate and up to date on our systems

  • managing your own workload to meet deadlines

  • supporting senior consultants so they can focus on complex client work


What we're looking for

  • GCSEs (or equivalent) in Maths and English

  • comfortable on the phone and confident in written communication

  • organised, reliable, and good attention to detail

  • confident using computers and happy to learn new systems

  • a positive, can-do attitude β€” everything else we can teach


Where this can take you


You'll be part of a collaborative, client-focused environment with real opportunities to grow your career in financial services. We invest in people who show drive and curiosity β€” with structured support and a chance of permanent employment for the right candidates at the end of the contract.

Benefits:

πŸ’° Pension scheme

πŸ›‘οΈ Life assurance & income protection

πŸ’Š Health Cash Plan

🧘 Flexible voluntary benefits

πŸŽ‰ Social & charity events

Mattioli Woods

Contact Details:

Mattioli Woods Recruitment Team