Teams at Mattioli Woods

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.

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.