We are looking for an experienced Financial Services Administrator to join our team in Aberdeen. You will support our financial consultants by managing and administering a portfolio of pension and personal wealth clients, ensuring the smooth and efficient handling of their financial affairs.
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
If you are an experienced professional with a strong background in financial services, attention to detail, and the ability to work closely with senior leadership, this role provides a fantastic opportunity to take your career to the next level while working closely with a senior consultant.
What we're looking for:
Experience
* A minimum of 2 years’ experience in a similar financial services role
* Solid understanding of financial services and the ability to manage complex client portfolios
* Previous experience supporting senior consultants or leadership teams is a plus
Skills
* Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels
* High attention to detail and the ability to work proactively to resolve client issues
* Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment
* Ability to work independently and as part of a team, with a collaborative approach
What you’ll be doing:
* Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients.
* Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met.
* Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times.
* Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations.
* Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings.
* Continuous Learning: Staying up-to-date with industry changes and regulations, participating in training to deepen your expertise.
Why join us?
At Mattioli Woods, we recognise the value that experienced professionals bring to our team. You’ll have the opportunity to work closely with senior leadership, contribute to high-level decision-making, and continue growing in your career in financial services. This role offers great autonomy, career progression, and the chance to be part of a dynamic, supportive
team.
What’s in it for you?
Competitive salary and benefits package
Hybrid working arrangement – flexibility to work from home after training
Opportunities for career growth and professional development
Access to a variety of voluntary benefits tailored to your needs
Participation in charity events and social activities
Collaborative team environment with a chance to learn from experienced professionals
Interested? Apply now and take the next step in your career while supporting senior consultants in delivering exceptional financial services!