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Experienced financial services administrator

Leicester
Financial services administrator
Posted: 27 January
Offer description

We’re looking for an experienced Financial Services Administrator to join our team, supporting financial consultants in managing and administering pension and personal wealth client portfolios. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on client experience. What we’re looking for: minimum 5 years’ experience in financial services administration, ideally with pensions or personal wealth clients strong understanding of financial products and client portfolio management experience supporting senior consultants or leadership teams is a plus excellent communication and customer service skills high attention to detail, proactive, and able to resolve client issues efficiently strong organisational skills and ability to prioritise multiple tasks collaborative team player, with the ability to work independently What you’ll be doing: administer and manage a portfolio of pension and personal wealth clients support consultants in the smooth running of client accounts handle client queries and maintain high levels of service ensure activities comply with internal procedures and regulations provide administrative support, including document preparation, workflow management, and meeting coordination stay up-to-date with industry developments and training opportunities 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 environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!

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