Search the 11 jobs at Mattioli Woods

As a Pensions Administrator, you will manage and administer a portfolio of SIPP, SSAS, and personal clients while providing excellent customer service and administrative support. You will work closely with Client Relationship Managers and financial advisers to ensure client needs are met and maintain good working relationships with internal and external contacts.

The Product Administrator supports client portals and systems, ensuring smooth functionality through platform management, client onboarding, account maintenance, and collaboration across business teams. Responsibilities include overseeing operational dashboards and providing training to colleagues.

As a financial adviser at Mattioli Woods, you will provide regulated financial advice and customer service to clients. The role involves delivering holistic financial planning services, building client relationships, conducting research and analysis, and ensuring compliance with financial regulations. Your aim will be to meet client objectives with appropriate financial solutions.

The Entry Level Administrator will manage a portfolio of employee benefit clients, ensuring accuracy and attention to detail. The role involves administrative support, maintaining client relationships, and adhering to regulations while improving knowledge and skills through training.

As a financial adviser at Mattioli Woods, you will provide regulated financial advice and excellent customer service to clients. The role involves delivering holistic financial planning, maintaining client relationships, conducting research, and ensuring compliance with financial regulations. You will communicate complex information clearly and maintain an up-to-date knowledge of relevant industry affairs.

The Finance Assistant will participate in a rotational program across finance functions, handling tasks in accounts payable/receivable, payroll, management accounting, financial reporting, and finance analytics. Key responsibilities include processing invoices, managing accounts, assisting in budgeting, and leveraging data analytics to support financial decision-making.

As a Paraplanner, you will support directors and senior consultants in providing technical wealth management support. Your responsibilities include assisting with client information gathering, preparing letters and reports, and supporting the delivery of financial products and services while maintaining up-to-date knowledge of regulations and financial products.

The Trainee Financial Adviser program is a 12-month in-house training initiative for individuals interested in financial advice. Participants will gain knowledge and advisory experience while working closely with experienced consultants. Responsibilities include completing financial planning exams and supporting the consultancy team.

The Financial Adviser at Mattioli Woods will provide regulated financial advice, support clients with holistic planning, conduct research, and maintain compliance with regulations. This role involves creating and nurturing long-term client relationships while analyzing technical information.

The Financial Reporting Accountant will assist in preparing financial statements, regulatory reports, and ensuring compliance with accounting standards, while contributing to financial analysis and supporting the audit process. Responsibilities include month-end closing processes, balance sheet reviews, and data gathering during acquisitions.

The Investment Manager will oversee multi-asset portfolios, contribute strategic input for asset allocation, ensure compliance with FCA regulations, and communicate effectively with stakeholders to enhance client outcomes and integrate acquired businesses.