Jobs at Mattioli Woods

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.

12-month salaried academy to train trainees into qualified financial advisers via funded CII qualifications, one-to-one mentoring, supervised client exposure, and a structured curriculum. Applicants must have 2–3 years customer-facing experience, R01 completed, strong communication, numeracy, attention to detail, DBS eligibility, and willingness to travel to Leicester two days every fortnight. Successful candidates complete exams and progress through mentoring to become practising advisers with ongoing early-career support.

12-month salaried academy to train trainee advisers into qualified financial advisers via funded CII exams (R02-R06), one-to-one mentoring, supervised client exposure, structured training, and ongoing early-career support.

12-month salaried trainee programme to become a financial adviser. Complete CII modules, receive one-to-one mentoring, supervised client exposure, and practical training. Requires study, assessments, and fortnightly two-day attendance in Leicester; progression to an adviser role with ongoing support.

12-month salaried Financial Adviser Academy to develop trainees into qualified advisers. Requires 2–3 years customer-facing experience and completion of R01 before start. Programme includes funded R02–R06 exams, fortnightly two-day attendance in Leicester, one-to-one mentoring, supervised client exposure, and staged training from foundations to early career support.

Support day-to-day investment operations including processing client cash investments, sales, withdrawals, and model portfolio switches. Liaise with Investment Managers, CRMs and Finance, manage mailbox and workload to meet SLAs, assist on projects, and identify process improvements. Contribute to fee deduction/reporting and maintain accurate, timely dealing activity in a fast-paced environment.

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.

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.