Werecurrently looking for an exceptional Financial Planning Administrator to join our team.being the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, including Fact Find information, compliance documentation, and 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 experience in financial services administration, ideally in wealth management or supporting advisers comfortable with Microsoft Office; XPLAN experience is a bonus 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. competitive salary ~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 Planning Administrator home and office working in Redcar 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.
