Leicester (Hybrid)
Full-time | 12 Month FTC
Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator to join our Client Dealing team, playing a key role in monitoring client cash, processing trades, and investing client monies in a fast-moving and rewarding environment.
About the role
As part of the Investment Operations Client Dealing team, you will support the day-to-day trading requirements of the business– — including client cash investment, sales, withdrawals, and model portfolio switching. You will work closely with Investment Managers, Client Relationship Managers, and the wider Finance team, and will be encouraged to contribute ideas to improve processes and drive better client outcomes.
What you’ll be doing:
processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
managing and prioritising your workload to meet service level agreements
working with the Finance team to ensure accurate deduction and reporting of fees from platforms
managing the centralised mailbox and assisting with project work alongside seniorteam members
proactively identifying process improvements and staying up to date with system and industry changes
What we’re looking for:
strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
excellent attention to detail and ability to work accurately under pressure
strong communication skills and ability to build effective working relationships across teams
a proactive, organised approach with the ability to prioritise a varied workload
desire to obtain industry qualifications to a minimum of Level 3
What’s in it for you:
competitive benefits package including group pension, life assurance, income protection and health cash plan
support to study towards industry qualifications
excellent opportunities for career development and progression within investment operations
supportive team culture with charity events and regular social activities
About Mattioli Woods
With decades of experience in financial services and employee benefits, Mattioli Woods provides tailored, relationship-led solutions to our clients. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
📩 Interested in joining us? Apply today or get in touch for a confidential conversation.
At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions.
We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first.
Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently.
For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported.
At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.
