Trainee Financial Services Administrator

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
  
  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, 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.