Mattioli Woods
Financial Services Administrator
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Financial Services Administrator
Financial Services Administrator
We’re currently looking for Financial Services Administrators to join our team. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on the clients we serve.
What You’ll Be Doing
- Administering and managing a portfolio of pension and personal wealth clients, ensuring:
- Accurate records and smooth account management
- Supporting consultants in the smooth running of client accounts, including:
- Document preparation and workflow management
- Meeting coordination
- Handling client queries and maintaining high levels of service, resolving issues:
- Promptly
- Professionally
- Ensuring all activities comply with:
- Internal procedures
- Regulations
- Accurate and up-to-date client records
- Keeping consultants and clients:
- Informed at every stage
- Tracking case progress
- Proactively flagging issues
- Staying updated with:
- Industry developments
- Leveraging training and development opportunities
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What We’re Looking For
- Minimum three years’ experience in financial services administration, ideally with:
- Pension or personal wealth clients
- Strong understanding of:
- Financial products
- Client portfolio management
- Excellent communication and customer service skills, including:
- Being approachable, clear, and professional with clients
- High attention to detail, with the ability to:
- Resolve client issues efficiently and accurately
- Organised, proactive, and capable of:
- Juggling multiple tasks without compromising quality
- Willing to work:
- As part of a team
- Independently when required
- A plus if you have:
- Experience supporting senior consultants or leadership teams
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Why Join Us?
At Mattioli Woods, you’ll:
- Work closely with senior leadership
- Contribute to high-level decision-making
- Grow your career in a supportive and dynamic environment
- Enjoy autonomy and career progression
- Be part of a team that values expertise and collaboration
Perks and Benefits
- 💰 Competitive salary
- ⏰ 34.5-hour working week
- 🏠 Hybrid working—a blend of home and office time in Leicester
- 💼 5% employer / 5% employee pension
- 💖 4x salary life assurance and group income protection
- 🏥 Health cash plan (Core Level 1)
- 🎉 25 days’ holiday + statutory (increasing with service)
- 🌱 Training and development opportunities
- 🤝 Supportive, collaborative team environment
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