Financial Services Administrator

JR United Kingdom; Loughborough; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in the UK seeks a detail-oriented Financial Services Administrator to join their team. The ideal candidate will have at least 2 years of experience in a similar role and will manage various client accounts while ensuring compliance with regulatory frameworks. This full-time position offers an opportunity for personal growth and contribution to meaningful financial outcomes.

Benefits

Share Incentive Plan

Health Cash Plan

Flexible voluntary benefits

Access to charity fundraising and social events

Qualifications

• Minimum 2 years’ experience in a similar financial services role.
• Solid understanding of SIPP/SSAS pension schemes and regulatory frameworks.

Responsibilities

• Manage a portfolio of SIPP, SSAS, and personal clients.
• Support advisers in managing client financial affairs.
• Prepare and attend client meetings, taking and actioning notes.

Skills

Customer Service

Attention to Detail

Communication

Organisational Skills

Problem-Solving

Job description

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Financial Services Administrator, loughborough

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Client:

Location:

loughborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

? Full-Time, Permanent | Competitive Salary + Benefits

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

? Skills:

• 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:

? Share Incentive Plan

? Health Cash Plan

?️ 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!