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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.
💼 Full time, fixed term (12 months) | competitive salary + benefits
We are recruiting administrators to join our growing Wealth Management support teams. This is a fantastic opportunity to gain hands‑on experience in a professional services environment, with full training provided!
💼 What you’ll be doing:
You’ll play a key role supporting our experienced Client Relationship Managers by working on data‑led, admin‑focused tasks, including:
- preparing annual valuations and summaries for clients
- accurately inputting and updating client and portfolio data
- managing high volumes of information with precision and care
- following clear processes and checklists to meet deadlines
🎯 This role is ideal for you if you:
- are starting out in your career or looking for your first role in financial or professional services
- enjoy working with data and getting the details right
- are naturally organised and like working to clear processes and deadlines
- have confident keyboard skills and are comfortable using multiple systems
- don’t mind repetitive tasks and take satisfaction in completing work accurately
- want to learn, develop, and grow within a supportive team
📚 What we’re looking for:
- GCSEs (or equivalent), including Maths and English
- confidence using systems, spreadsheets, and databases
- a positive attitude and willingness to learn
At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.
You’ll be part of a collaborative, client‑focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients.
Benefits package:
🛡️ life assurance and income protection
🧘 ♀️ a choice of flexible voluntary benefits to suit your lifestyle
🎉 access to charity fundraising and social events
Apply now and be part of a team that values excellence, collaboration, and your future in financial services!
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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 land that Trainee Financial Services Administrator role.
✨Tip Number 2
Prepare for the interview by researching common questions and practising your answers. We recommend focusing on your customer service skills and how they relate to the role. Show them you’re eager to learn and grow!
✨Tip Number 3
Dress to impress! Even if it’s hybrid working, making a good first impression is key. Choose an outfit that reflects professionalism and confidence when you meet your potential future colleagues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the 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 we do 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 let your personality come through – we love a bit of character!
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 the role. Plus, it shows you’re keen to join our team!
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 personal wealth management. Understanding these concepts will show your enthusiasm for the role and help you engage in meaningful conversations with the interviewers.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, prepare to demonstrate your verbal and written skills. Think of examples from your past experiences where you effectively communicated with clients or colleagues, and be ready to share those stories.
✨Be Organised and Detail-Oriented
During the interview, highlight your organisational skills. You might want to mention specific tools or methods you use to stay organised, especially in fast-paced environments. This will reassure them that you can handle the demands of the role.
✨Express Your Willingness to Learn
Make it clear that you're eager to learn and grow within the financial services sector. Share any relevant training or courses you've taken, and express your excitement about the structured training and professional development opportunities they offer.
