Join our team as a Product Administrator!
We’re looking for a motivated and detail-oriented Product Administrator to support our client portals and systems.
Reporting to the Head of Product, this role is part of the Product Administration team and focuses on efficiently managing client portals, accounts, and supporting key business processes through general administration, investment administration, account maintenance, and client support.
What you’ll do:
· configure and manage platforms such as Xplan, MWeb, and MWise to ensure smooth functionality
· support client onboarding, account maintenance, and daily trading activities
· collaborate with teams across the business to improve processes and client outcomes
· assist with system integration projects, including migrations and updates
· monitor and maintain operational dashboards, ensuring efficient workflows
· train and support colleagues in using systems effectively
What we’re looking for:
· experience with Xplan (preferred) or a strong desire to learn the system
· strong numeracy, literacy, and IT skills, with proficiency in Microsoft Excel
· an organised, proactive approach to managing tasks in a fast-paced environment
· excellent communication skills and the ability to work collaboratively with stakeholders at all levels
· a background in financial services or client-focused roles is highly desirable
What we offer:
· comprehensive benefits, including a group pension, life assurance, and health cash plan
· opportunities to grow and develop in a dynamic, client-focused environment
· the chance to work on innovative projects and contribute to business success
Ready to take the next step in your career? Apply now and help us deliver exceptional results!#
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
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