Experienced Financial Services Administrator

Mattioli Woods Limited; Aberdeen City; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

An established financial services firm is seeking an Experienced Financial Services Administrator to join their team. The role includes managing a portfolio of clients, providing proactive support to consultants, and ensuring regulatory compliance. Ideal candidates should have at least 5 years of relevant experience, possess excellent organizational skills, and demonstrate a strong customer service orientation. This position offers a competitive salary, hybrid working flexibility, and opportunities for professional growth within a collaborative team environment.

Benefits

Competitive salary and benefits package

Hybrid working arrangement

Opportunities for career growth

Access to voluntary benefits

Qualifications

• A minimum of 5 years’ experience in a similar financial services role.
• Solid understanding of financial services.
• Ability to manage complex client portfolios.

Responsibilities

• Supporting a Consultant by administering and managing a portfolio of pension and personal wealth clients.
• Collaborating closely with the Consultant to meet client financial needs.
• Handling client queries and ensuring high levels of service.

Skills

Customer service

Interpersonal skills

Organizational skills

Attention to detail

Job description

Experienced Financial Services Administrator page is loaded

Experienced Financial Services Administrator

Apply 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 benefits

We 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:

Experience
️ A minimum of 5 years’ experience in a similar financial services role.

️ Solid understanding of financial services and the ability to manage complex client portfolios
️ Previous experience supporting senior consultants or leadership teams is a plus

Skills
️ Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels
️ High attention to detail and the ability to work proactively to resolve client issues
️ Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment
️ Ability to work independently and as part of a team, with a collaborative approach

What 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, supportive

team.

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 services!

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.

Our selection process

We 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.