Experienced Financial Services Administrator

Experienced Financial Services Administrator page is loadedExperienced Financial Services AdministratorApply locations Leicester (New Walk) time type Full time posted on Posted Today job requisition id R1572 We're Hiring: Experienced Financial Services Administrator Location: Leicester Hybrid role | Permanent Position | Competitive salary and benefitsWe are looking for an experienced Financial Services Administrator to join our team. You will support our financial consultants by managing and administering a portfolio of pension and personal wealth clients, ensuring the smooth and efficient handling of their financial affairs.If you are an experienced professional with a strong background in financial services, attention to detail, this role provides a fantastic opportunity to take your career to the next level while working closely with a consultant.What we're looking for: Experience️ A minimum of 5 years’ experience in a similar financial services role.️ Solid understanding of financial services and the ability to manage complex client portfolios️ Previous experience supporting senior consultants or leadership teams is a plus Skills️ Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels️ High attention to detail and the ability to work proactively to resolve client issues️ Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment️ Ability to work independently and as part of a team, with a collaborative approachWhat you’ll be doing: Client Portfolio Management: Supporting a Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up-to-date with industry changes and regulations, participating in training to deepen your expertise.Why join us?At Mattioli Woods, we recognise the value that experienced professionals bring to our team. You’ll have the opportunity to work closely with senior leadership, contribute to high-level decision-making, and continue growing in your career in financial services. This role offers great autonomy, career progression, and the chance to be part of a dynamic, supportiveteam.What’s in it for you? Competitive salary and benefits package Hybrid working arrangement – flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Interested? Apply now and take the next step in your career while supporting consultants in delivering exceptional financial servicesIntroduce YourselfIntroduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.Our selection processWe know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow. #J-18808-Ljbffr