Financial Services Administrator

## Financial Services Administrator Apply locations:
Leicester:
Hybrid time type:
Full time posted on:
Posted Todayjob requisition :
R1572

We’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 environment

Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
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