Mattioli Woods Benefits Overview

Own and resolve complex, high-value financial services complaints end-to-end, provide FCA DISP technical guidance, perform root-cause and trend analysis, mentor juniors, and embed a client-first culture across the business.

Lead end-to-end integration of acquired IFA practices: act as primary contact for retiring advisers, coordinate compliance, operations, People and client teams, oversee adviser onboarding, monitor retention and ROI, and develop the integration playbook to ensure smooth, compliant transitions.

A 12-month salaried Financial Adviser Academy combining CII exam study (R02-R06), one-to-one mentoring, supervised client exposure, and structured development to progress from trainee to qualified financial adviser. Requires fortnightly travel to Leicester, real client work under supervision, and ongoing early-career support after qualification.