Financial Services Administrator
mattioliwoods
| Company | mattioliwoods |
| Category | Operations & Admin |
| Location | 2 Locations |
| Remote | — |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 24 Jun 2026 |
| Last verified | 11 Aug 2026 |
| Source | Employer ATS (workday) |
Description
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!