We’re Hiring: Financial Services Administrator
Location: Leicester
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
Group Pension Scheme
️ Life Assurance & Income Protection
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!
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