Financial Services Administrator

Mattioli Woods; Leicester; On-site; GBP 25,000 - 35,000; Full time

Job summary

Mattioli Woods is seeking a detail-oriented Financial Services Administrator to join their Leicester team. This role involves managing client portfolios, supporting financial advisers, and ensuring compliance in financial services. The successful candidate will enjoy personal growth in a collaborative, client-focused environment with tailored wealth management solutions.

Benefits

Flexible voluntary benefits

Access to charity fundraising events

Qualifications

• Minimum 2 years’ experience in financial services.
• Solid understanding of SIPP/SSAS schemes.
• Clear written and verbal communication.

Responsibilities

• Manage a portfolio of SIPP, SSAS, and personal clients.
• Support advisers in managing client financial affairs.
• Prepare for client meetings and maintain accurate records.

Skills

Excellent customer service

Attention to detail

Organisational skills

Problem-solving

Job description

Are you passionate about delivering exceptional client service in the financial services sector? At Mattioli Woods, we’re looking for a proactive and detail-focused Financial Services Administrator to join our team in Leicester.

This is an exciting opportunity to support advisers and Client Relationship Managers (CRMs) in delivering expert financial advice, while managing a portfolio of SIPP, SSAS, and personal clients.

What We’re Looking For:

Experience:

• Minimum 2 years’ experience in a similar financial services role
• Solid understanding of SIPP/SSAS pension schemes and regulatory frameworks
• Excellent customer service and attention to detail
• Clear and professional written and verbal communication
• Strong organisational skills and ability to prioritise in a fast-paced environment
• A proactive and resilient approach to problem-solving

What You’ll Be Doing:

Manage a portfolio of SIPP, SSAS, and personal clients

Support advisers in the proactive management of client financial affairs

Prepare for and attend client meetings, taking and actioning notes

Communicate with clients and providers via phone and email

Conduct research and gather information to support financial advice

Process new business and maintain accurate client records

Ensure all work is completed in line with compliance requirements

Collaborate with internal teams and contribute to ad-hoc projects

Why Join Us?

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:

️ 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!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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