Financial Services Administrator
Mattioli Woods · Leicester, United Kingdom · full time · Hybrid · June 11, 2026
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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!
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.
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
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?
- Employer
- Mattioli Woods
- Location
- Leicester, United Kingdom · Hybrid
- Contract
- full time