Teams 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.