Career Progression
After becoming an accomplished account manager there are a number of areas you can become specialised in.
You can develop in specific areas such as:
Team Leaders
Opportunities are always arising for individuals to develop their training skills as we continue to bring new graduates into the organisation. As graduates develop their skills within Mattioli Woods, responsibility for another member of staff is commonly a first step towards developing into a team leader role.
The Team leader role is critical within the organisation ensuring that the existing culture continues to develop and the high standards for which Mattioli Woods is known, are maintained. A team leader typically takes full responsibility for a team of four or five account managers together with word processing support.
Investment Research Team
As the business has continued to grow, Mattioli Woods has developed a team who spend a great deal of time researching the investment markets and developing relationships with fund managers and product providers. As Mattioli Woods has over £1.6 billion of assets under management within our SSAS and SIPP arrangements, close relationships have been built and Mattioli Woods meets with fund managers on a regular basis, to fully understand their investment strategies.
Consultancy Team
In order to support the growth of the company, the development of the consultancy team is, again, critical to the success of Mattioli Woods. A consultant joining the team will initially spend time developing professional contacts with accountants and solicitors and begin to provide bespoke advice to potential SSAS and SIPP clients. As their portfolio builds, they also develop long-term relationships with their clients in line with their personal and professional needs.
Technical
The business is subject to regulation predominantly by the Financial Services Authority and HM Revenue and Customs. Legislation is continually being updated or rewritten, requiring detailed interpretation and analysis, of its impact on Mattioli Woods and the way in which the business operates.
Compliance
The firm is authorised and regulated by the Financial Services Authority. Opportunities exist for individuals to join the compliance team who are responsible for interpreting and implementing regulatory legislation and conducting audits and reviews of the business written by the organisation to ensure high professional standards are maintained.