Financial Services Administrator
External
Mattioliwoods · LeicesterFull-timeHybrid1d ago
Leadership
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Responsibilities
- 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
Requirements
- 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.
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 environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!Health insurance
Additional Information
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!
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