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.
- Other info: Participate in charity events and enjoy a vibrant team culture.
- 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.
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 in Leicester 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.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Services Administrator in Leicester
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Mattioli Woods. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Financial Services Administrator in Leicester
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Mattioli Woods.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Mattioli Woods
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Mattioli Woods.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Mattioli Woods.
