Are you ready to bring your attention to detail and organisational excellence to a role where you'll truly make a difference?

Mattioli Woods is seeking a motivated IFA Administrator to ensure seamless, accurate, and timely processing of client transactions while delivering exceptional support to our advisers and clients.

What We’re Looking For:

Experience: Minimum 1 year’s experience working within an IFA practice or provider environment Understanding of pension and investment products Experience with IO systems desirable

Skills: Excellent interpersonal and communication skills High level of accuracy and attention to detail Self-motivated with a proactive approach Strong organisational skills with the ability to multitask effectively Professional telephone manner

What You’ll Be Doing: Client & Transaction Management: Manage your workload using a personal diary system to consistently meet deadlines Handle client and consultant queries professionally via phone and email Process complex transactions including Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA, and Protection transactions...