Wealth Management Admin (12‑Month FTC) – Hybrid Leicester

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

Job summary

A financial services company based in Leicester is seeking a Fixed Term Administrator to support Client Relationship Managers with data-driven tasks. This role offers an excellent opportunity for those starting their careers, providing training in a collaborative, client-focused environment. Applicants should have GCSEs including Maths and English, possess strong organizational skills, and be comfortable with data and various systems. The position offers a competitive salary and hybrid working arrangements.

Benefits

Competitive salary

Health cash plan (Core Level 1)

5% employer/5% employee pension

4x salary life assurance

Group income protection

25 days holiday plus statutory

Training and development opportunities

Qualifications

• Starting out in your career or looking for your first role in financial services.
• Comfortable using systems, spreadsheets, and databases.
• Willingness to learn and develop within a supportive team.

Responsibilities

• Support experienced Client Relationship Managers with data-led tasks.
• Prepare annual valuations and summaries for clients.
• Accurately input and update client and portfolio data.

Skills

Data management

Organizational skills

Written communication

Keyboard proficiency

Education

GCSEs (or equivalent), including Maths and English

Job description

A financial services company based in Leicester is seeking a Fixed Term Administrator to support Client Relationship Managers with data-driven tasks. This role offers an excellent opportunity for those starting their careers, providing training in a collaborative, client-focused environment. Applicants should have GCSEs including Maths and English, possess strong organizational skills, and be comfortable with data and various systems. The position offers a competitive salary and hybrid working arrangements.