Financial Services Administrator

Mattioli Woods Limited; Leicester; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

5% employer/5% employee pension

25 days’ holiday plus statutory

Health cash plan

Job summary

Mattioli Woods Limited in Leicester is seeking a Financial Services Administrator to manage a portfolio of clients, ensuring high levels of service and compliance with internal procedures. This position involves collaborating closely with consultants and providing excellent customer support.

Ideal candidates will have a minimum of three years' experience in financial services, excellent communication skills, and the ability to manage multiple tasks efficiently. The role offers a hybrid work model, competitive salary, and opportunities for career development.

Qualifications

• Minimum three years’ experience in financial services administration.
• Strong understanding of pension or personal wealth clients.
• Excellent communication and customer service skills.

Responsibilities

• Administer and manage a portfolio of clients.
• Support consultants with client account management.
• Ensure compliance with internal procedures.

Skills

Financial products understanding

Client portfolio management

Customer service skills

Attention to detail

Communication skills

Job description

## Financial Services AdministratorApplylocations: Leicester: Hybridtime type: Full timeposted on: Posted Todayjob requisition id: R1572We’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 – from document preparation and workflow management to meeting coordination* handling client queries and maintaining high levels of service, resolving issues promptly and professionally* ensuring all activities comply with internal procedures and regulations, maintaining accurate and up-to-date client records* keeping consultants and clients informed at every stage, tracking case progress and flagging issues proactively* staying up to date with industry developments and making the most of training and development opportunities**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 and client portfolio management* excellent communication and customer service skills – approachable, clear, and professional with clients* high attention to detail with the ability to resolve client issues efficiently and accurately* organised, proactive, and able to juggle multiple tasks without dropping the ball* happy working as part of a team or independently when needed; experience supporting senior consultants or leadership teams is a plus**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 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 plus statutory (increasing with service) training and development opportunities a supportive, collaborative team environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!