Jobs at Mattioli Woods

Handle end-to-end client financial transactions (transfers, withdrawals, fund switches, ISAs, pensions, protection), respond to client and consultant queries by phone and email, maintain accurate records, progress cases across third-party provider platforms, and act as a key client contact.

Manage a portfolio of pension and personal wealth clients, support consultants with documentation and workflows, handle client queries, maintain compliant and accurate records, track case progress, and stay current with industry developments.

Support the Custodian Capital finance team by maintaining accounting records, processing invoices and payments, preparing CIS and VAT returns, performing bank reconciliations, and assisting with quarterly management accounts and year-end reporting.

Handle end-to-end financial transactions (transfers, withdrawals, fund switches, ISAs, pensions), respond to client and consultant queries, maintain accurate records, and work confidently with third-party provider platforms.

Provide day-to-day support for trading and investment administration, assist with in-house fund management, liaise with ACD, Depository, fund managers and internal teams, manage team mailbox and service levels, and contribute to projects.

Design, implement and maintain cloud-based .NET solutions; collaborate with analysts and product owners to deliver backlog items; implement test automation; support and debug production issues; participate in Agile ceremonies; mentor junior developers and lead activities.