Jobs at Mattioli Woods

Prospect and qualify potential clients through LinkedIn, targeted calling, and email outreach. Build sales pipelines and book meetings for Wealth and Employee Benefits Consultants. The role requires confident communication, strong organization, attention to detail, target motivation, and a commitment to professional development within a wealth management and employee benefits consultancy.

Own the Group tax agenda, including UK corporation tax compliance, VAT, current and deferred tax reporting, restructuring, acquisition due diligence, tax governance, R&D claims, forecasting, and Making Tax Digital readiness. Manage HMRC and adviser relationships, support audits, improve tax systems and controls, and advise senior finance colleagues and subsidiary boards. The role also contributes to tax strategy, process development, and junior colleague development.

Supports HR administration, Workday data entry, employee record maintenance, onboarding documentation, tracking starters and leavers, training records, reporting, communications, and data quality checks. The apprentice receives supervision, works toward a Level 3 HR Support qualification, handles confidential information, and supports People projects while developing practical HR administration skills.

Supports product finance operations by managing and validating fee files, statements, journals, fee codes, and fee structures. Reviews reports, resolves queries across internal teams using Xplan, performs assurance checks, supports audits, maintains documentation, and identifies process improvements to increase fee administration accuracy and efficiency.

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 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.

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.