Ketan Radia
Age: 33
Consultant
Responsibilities within Mattioli Woods
Being a consultant, the day varies enormously - when I am in meetings this could mean discussing and advising on varied issues surrounding retirement, i.e. structure, retirement planning, contribution planning, technical advice, building investment strategies etc. On the days when I am in the office I talk to my team and deal with administrative issues with account managers. All in all, I work to ensure that a proactive and personalised service is given to my clients at all times.
University Attended : De Montfort University
Degree : Management Science
Why they decided to join Mattioli Woods
I wanted to specialise in the financial market at the higher end. Mattioli Woods has very energetic (young bunch) employees with a great deal of self-motivation.
What they enjoy about working at Mattioli Woods
Great working environment, personal growth is always encouraged, self-motivated personal progression and promotion opportunities. The most enjoyable aspect is the fact that no one-day is the same.
Plans for career path in the future
Progressing from Consultant to Senior Consultant to Director.
Why they would encourage graduates to apply to Mattioli Woods
Great working environment, further progress in financial services via exams and day to day dealing with clients. Dealing with good clients on a day to day basis. Good prospective career in a very specialist market. The company is always at the forefront of innovations i.e. property syndicates etc.
