Trainee Financial Services Administrator

💼 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!

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