Trainee Financial Services Administrator

Mattioli Woods Limited; Leicester; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A growing wealth management firm in Leicester is seeking full-time administrators to support their Client Relationship Managers. This entry-level position offers training and involves tasks like data input, managing client information, and preparing reports. Candidates should have GCSEs in Maths and English and a knack for precision. This role provides a collaborative environment with opportunities for career growth and personal development within the financial services sector.

Benefits

Life assurance

Income protection

Flexible voluntary benefits

Access to social events

Qualifications

• Starting out or looking for first role in financial services.
• Enjoy working with data and attention to detail.
• Confidence in using systems, spreadsheets, and databases.

Responsibilities

• Support Client Relationship Managers with admin-focused tasks.
• Prepare annual valuations and summaries for clients.
• Input and update client and portfolio data accurately.

Skills

Organizational skills

Data accuracy

Keyboard skills

Education

GCSEs including Maths and English

Job description

💼 Full time, fixed term (12 months) | competitive salary + benefits

We are recruiting administrators to join our growing Wealth Management support teams. This is a fantastic opportunity to gain hands-on experience in a professional services environment, with full training provided!

💼 What you’ll be doing:

You’ll play a key role supporting our experienced Client Relationship Managers by working on data-led, admin-focused tasks, including:

• preparing annual valuations and summaries for clients
• accurately inputting and updating client and portfolio data
• managing high volumes of information with precision and care
• following clear processes and checklists to meet deadlines

🎯 This role is ideal for you if you:

• are starting out in your career or looking for your first role in financial or professional services
• enjoy working with data and getting the details right
• are naturally organised and like working to clear processes and deadlines
• have confident keyboard skills and are comfortable using multiple systems
• don’t mind repetitive tasks and take satisfaction in completing work accurately
• want to learn, develop, and grow within a supportive team

📚 What we’re looking for:

• GCSEs (or equivalent), including Maths and English
• confidence using systems, spreadsheets, and databases
• a positive attitude and willingness to learn

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:

🛡️ life assurance and income protection

🧘 ♀️ 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!