At a Glance
- Tasks: Manage client portfolios and support consultants in delivering top-notch financial services.
- Company: Join Mattioli Woods, a dynamic team focused on collaboration and growth.
- Benefits: Enjoy hybrid working, competitive salary, generous holiday, and health cash plan.
- Other info: Great opportunity for personal development and high-level decision-making involvement.
- Why this job: Be part of a supportive environment that values your expertise and offers career progression.
- Qualifications: Minimum three years in financial services with strong product knowledge.
The predicted salary is between 30000 - 40000 £ per year.
We’re currently looking for Financial Services Administrators to join our team. The role involves administering and managing a portfolio of pension and personal wealth clients, ensuring accurate records and smooth account management.
Key responsibilities include:
- Supporting consultants in the smooth running of client accounts – from document preparation and workflow management to meeting coordination.
- Staying up to date with industry developments and making the most of training and development opportunities.
Requirements:
- Minimum three years’ experience in financial services administration, ideally with pension or personal wealth clients.
- Strong understanding of financial products and client portfolio management.
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 in Leicester.
- 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!
Financial Services Administrator- Full or Part Time in Leicester employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an excellent employer, offering a supportive and dynamic work environment in Leicester. Our Financial Services Administrators enjoy a competitive salary, hybrid working options, and a comprehensive benefits package that includes generous holiday entitlement and robust training opportunities, all while contributing to meaningful client relationships and high-level decision-making. Join us to advance your career in a culture that values collaboration and expertise.
