Job Description

We are recruiting fixed term 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 strong written communication skills

Why join us?

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:

competitive salary (depending on experience)
34.5-hour working week
health cash plan (Core Level 1)


5% employer/5% employee pension


4x salary life assurance and group income protection
25 days' holiday plus statutory (increasing with service)


hybrid working - a blend of home and office time in Leicester


training and development opportunities


a supportive, collaborative team environment


Apply now and be part of a team that values excellence, collaboration, and your future in financial services!