Trainee Financial Services Administrator

Mattioli Woods; Leicester; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

Life assurance

Flexible voluntary benefits

Social events and charity fundraising

Charity events

Job summary

A financial services company in Leicester is seeking a Full-time Administrator for their Wealth Management support teams. The role involves supporting Client Relationship Managers by handling data-focused tasks, preparing valuations, and managing client information with accuracy. Ideal candidates should have GCSEs including Maths and English, strong organizational skills, and be comfortable with multiple systems. This is a chance to gain valuable experience in a supportive environment with career development opportunities.

Qualifications

• GCSEs or equivalent required, confident using multiple systems.
• Positivity and willingness to learn are essential skills.
• Strong attention to detail and organization are crucial for success.

Responsibilities

• Support Client Relationship Managers with data-focused tasks.
• Prepare annual valuations and client summaries accurately.
• Manage high volumes of information with precision.
• Managing high volumes of information with precision
• Following clear processes and checklists to meet deadlines

Skills

Attention to detail

Organizational skills

Confidence using data systems

Keyboard skills

Team collaboration

Education

GCSEs (or equivalent), including Maths and English

Tools

Spreadsheets

Databases

Databases

Job description

💼 Full time, fixed term (12 months) | competitive salary + benefits

We are recruiting administrators to join our growing Wealth Management support teams. This is a fantastic opportunity to gain hands‑on experience in a professional services environment, with full training provided!

💼 What you’ll be doing:

You’ll play a key role supporting our experienced Client Relationship Managers by working on data‑led, admin‑focused tasks, including:

• preparing annual valuations and summaries for clients
• accurately inputting and updating client and portfolio data
• managing high volumes of information with precision and care
• following clear processes and checklists to meet deadlines

🎯 This role is ideal for you if you:

• are starting out in your career or looking for your first role in financial or professional services
• enjoy working with data and getting the details right
• are naturally organised and like working to clear processes and deadlines
• have confident keyboard skills and are comfortable using multiple systems
• don’t mind repetitive tasks and take satisfaction in completing work accurately
• want to learn, develop, and grow within a supportive team

📚 What we’re looking for:

• GCSEs (or equivalent), including Maths and English
• confidence using systems, spreadsheets, and databases
• a positive attitude and willingness to learn

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:

🛡️ life assurance and income protection

🧘 ♀️ 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!