Search the 25 jobs at Mattioli Woods

The Finance Assistant role involves a rotational programme across various finance functions including accounts payable and receivable, payroll processing, management accounting, financial reporting, and finance analytics. Responsibilities include processing invoices, assisting in budget preparation, collaborating on audits, and leveraging data analytics tools for financial insights.

As a Purchase Ledger Specialist at Mattioli Woods, you will manage vendor relationships, handle invoice processing and payment runs, and oversee reconciliations. You will collaborate with internal teams to drive efficiency, identify process improvements, and support the Finance Operations Manager in integrating new acquisitions.

The Head of IT will lead IT operations, enhancing productivity through effective use of technology. Responsibilities include managing IT budgets, ensuring system security, implementing Microsoft technologies, driving operational efficiency, and fostering a collaborative team environment while aligning IT strategies with business goals.

As a Paraplanner, you will support consultants in providing technical wealth management assistance. Responsibilities include client information gathering, preparing reports, and managing various wealth management aspects like pensions and protection products.

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 collaborate with Client Relationship Managers to support clients’ financial affairs and ensure their needs are met, all within agreed procedures and legislation.

The HR Business Partner / Shared Services Manager will lead HR services, align HR strategies with business goals, manage the Shared Services team, implement HR initiatives, improve HR processes, and provide expert guidance on employee relations and legal matters.

As an Experienced Financial Adviser at Mattioli Woods, you will deliver comprehensive financial planning services, providing regulated advice and maintaining long-term client relationships while ensuring compliance with the Financial Conduct Authority regulations.

Join the Trainee Adviser Academy to start your career in financial advice, gaining knowledge and experience over 12 months. You'll complete essential qualifications like the Level 4 Diploma in Regulated Financial Planning while being supported by mentors and trainers. The program involves training, client interaction, and completion of financial planning exams.

The Finance Assistant will participate in a rotational programme across finance functions, including accounts payable and receivable, payroll, management accounting, and financial reporting. Responsibilities include processing invoices, managing accounts, assisting with payroll, and using data analytics tools for financial performance insights.

The Financial Reporting Accountant will aid in preparing financial statements, regulatory reports, and maintaining compliance with accounting standards. Responsibilities include supporting financial analysis, assisting in audits, and ensuring effective month-end, quarter-end, and year-end processes. The role also involves working with finance systems and participating in risk management and analysis on accounting treatments.

As a Product Administrator, you'll manage client portals and systems, assist with account maintenance, client onboarding, and daily trading activities. You'll collaborate with cross-functional teams to improve processes and outcomes, monitor operational dashboards, and train colleagues on system usage.

As a Paraplanner, you will support consultants in wealth management, provide technical advice, gather information for clients, and help prepare necessary documentation. You may also handle client communications alongside relationship managers.

The Entry Level Administrator will manage a portfolio of employee benefit clients, ensuring accurate documentation and client communication. Responsibilities include maintaining client records, supporting client relationship managers, and adhering to regulations. A key focus will be on delivering great client outcomes and developing workplace benefit goals for clients.

As an experienced financial adviser, you will provide regulated financial advice and excellent customer service to clients. Responsibilities include maintaining long-term client relationships, conducting research and analysis on financial matters, advising on wealth management solutions, and ensuring compliance with regulations.

The Financial Services Administrator will manage a portfolio of SIPP, SSAS, and personal clients, providing excellent customer service and administrative support. Responsibilities include developing internal and external relationships, prioritizing workload, improving knowledge of employee benefits, and collaborating with Client Relationship Managers to meet clients’ needs.

As a financial adviser at Mattioli Woods, you will provide holistic financial planning advice tailored to clients' needs. You will offer technical and investment advice, build long-term client relationships, and stay informed on regulations and market developments to ensure compliant solutions.

As a financial adviser at Mattioli Woods, you'll provide tailored financial planning advice, maintain client relationships, and deliver technical investment guidance. You'll also research financial information and stay updated on regulations to ensure compliance while upholding high professional standards.

The role involves providing excellent customer service and regulated financial advice to clients, maintaining client relationships, conducting research and analysis, and ensuring compliance with financial regulations. Successful applicants will support both internal and external stakeholders while delivering a holistic financial planning service.

The Trainee Financial Adviser role involves joining a 12-month in-house training programme to gain knowledge and experience in financial planning. Trainees will work under guidance, complete relevant exams, and participate in client meetings and consultancy support. The position requires a genuine interest in financial planning and strong communication skills.

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.