Trainee Financial Services Administrator

We\’re Hiring: Trainee Financial Services Administrators

Leicester (Hybrid Working)

Permanent | Competitive salary + benefits

Are you looking to build a long-term career in financial services? We\’re offering an exciting opportunity to join Mattioli Woods as
Trainee Financial Services Administrator.
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:

5 GCSEs (A–C) including Maths & English

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

Why join Mattioli Woods?

Clear progression path into a full Client Relationship Manager role

Structured training and professional development

Competitive salary & benefits package (pension, life assurance, health cash plan)

Charity fundraising and regular social events

A collaborative, supportive team environment

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.