Financial Services Administrator
6 hours ago
Macclesfield
Were currently looking for an exceptional Financial Services Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve! What youll be doing: • being the first point of contact for clients handling queries with professionalism, warmth, and a genuine desire to help, • providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival, • processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows, • maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks, • tracking case progress and keeping both advisers and clients informed at every stage, • helping with general admin and supporting the wider team where needed What were looking for: • experience in financial services administration, ideally in wealth management or supporting advisers, • a natural people person approachable, clear, and professional with clients, • great communicator with a sharp eye for detail, • comfortable with Microsoft Office; Xplan experience is a bonus, • organised, proactive, and able to juggle multiple tasks without dropping the ball, • happy working as part of a team or independently when needed Why join us? At Mattioli Woods, youll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration. Perks and benefits • competitive salary, • 35-hour working week, • hybrid working a blend of home and office time, • 5% employer/5% employee pension, • 4x salary life assurance and group income protection, • health cash plan (Core Level 1), • 25 days holiday plus statutory (increasing with service), • training and development opportunities, • a supportive, collaborative team environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services! JBRP1_UKTJ