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For Companies At a Glance
- Tasks: Support and manage client portfolios in financial services while building strong relationships.
- Company: Join Mattioli Woods, a supportive and collaborative financial services company.
- Benefits: Enjoy competitive salary, structured training, and a great benefits package.
- Why this job: Kickstart your career in finance with hands-on training and clear progression opportunities.
- Qualifications: 5 GCSEs including Maths & English; strong communication and organisational skills.
- Other info: Participate in charity events and enjoy a vibrant team culture.
The predicted salary is between 20000 - 30000 £ per year.
Overview
We’re Hiring: Trainee Financial Services Administrators
Are you looking to build a long-term career in financial services? This role is designed for someone who has either: some experience in financial services and is ready to step up, or strong administrative/customer service skills and is eager to train and develop into a client-focused role.
You’ll work closely with our Client Relationship Managers and Financial Advisers, supporting the proactive management of SIPP, SSAS, and personal wealth clients. With full training and guidance, you’ll build the knowledge and confidence to grow into a trusted partner for our clients.
What you’ll be doing
- Support and administer a portfolio of SIPP, SSAS and personal clients
- Build and maintain strong relationships with clients, advisers, and colleagues
- Assist consultants in delivering proactive financial planning support
- Ensure all work is completed accurately and within agreed service levels
- Develop your knowledge of pensions, employee benefits and financial services through training and hands-on experience
What you’ll bring
- Excellent communication skills – both written and verbal
- Organised, detail-oriented and proactive
- Willingness to learn and adapt in a fast-paced environment
- Either: experience in financial services or transferable skills from admin, customer service or client support roles
Structured training and professional development
Charity fundraising and regular social events
Ready to take the next step in your career?
Whether you’re growing within financial services or looking for a new challenge, apply today and develop your future with us.
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Trainee Financial Services Administrator employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those at Mattioli Woods. A friendly chat can open doors and give you insights that might just help you stand out.
✨Tip Number 2
Prepare for the interview by researching common questions for financial services roles. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your enthusiasm! When you get the chance to speak with potential employers, let them know how excited you are about the opportunity to learn and grow in the financial services sector.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Mattioli Woods.
We think you need these skills to ace Trainee Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Financial Services Administrator role. Highlight any relevant admin or customer service experience, and don’t forget to mention your GCSEs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a great fit. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear and concise. Use proper grammar and spelling, and don’t hesitate to let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Mattioli Woods
✨Know Your Financial Services Basics
Before the interview, brush up on your knowledge of SIPP, SSAS, and general financial services terminology. This will show that you're genuinely interested in the role and ready to engage with the subject matter.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated in previous roles. Think about times when you resolved customer issues or collaborated with colleagues.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your time and stay organised, especially in a fast-paced environment. You could mention tools or methods you use to keep track of tasks and deadlines.
✨Express Your Willingness to Learn
Highlight your eagerness to learn and adapt. Share specific instances where you've taken the initiative to develop new skills or knowledge, especially in areas related to finance or administration.