Wealth Management Admin Trainee — Data-Driven, Full Training

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

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.