At a Glance
- Tasks: Be the first point of contact for clients and support financial advisers.
- Company: Join a dynamic team at Mattioli Woods, where your contributions matter.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a supportive work environment.
- Other info: Great career progression opportunities in a collaborative atmosphere.
- Why this job: Make a real impact while developing your expertise in financial services.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
We are currently looking for an exceptional Financial Planning Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve!
What you'll be doing:
- 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.
- Processing new business, fund switches, LOAs, and change of agency procedures end to end using XPLAN workflows.
- Tracking case progress and keeping both advisers and clients informed at every stage.
- Helping with general admin and supporting the wider team where needed.
What are we looking for:
- Experience in financial services administration, ideally in wealth management or supporting advisers.
- A natural people person - approachable, clear, and professional with clients.
- Great communicator with a sharp eye for detail.
- Comfortable with Microsoft Office; XPLAN experience is a bonus.
- Organised, proactive, and able to juggle multiple tasks without dropping the ball.
- Happy working as part of a team or independently when needed.
Why join us?
At Mattioli Woods, you'll 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.
Perks and benefits:
- Competitive salary.
- 35-hour working week.
- 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.
- A supportive, collaborative team environment.
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
Financial Planning Administrator in York 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 hybrid working options, and a collaborative team culture, you will 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.
