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Current Vacancies

Due to continued growth, we have a number of vacancies within the business. In addition to our graduate training scheme, we have a variety of other opportunities requiring a wide range of experience and skills.

Account Manager

Mattioli Woods welcomes individuals from the pensions industry to join our experienced Account Management teams, particularly those with previous SSAS or SIPP knowledge and experience. Due to strong historical and projected growth, we are in an enviable position to offer career progression via a variety of routes. We have a structured training and development programme, coupled with sponsorship and support in taking your Certificate of Financial Planning papers 1 to 5. Further relevant qualifications are also supported. Typical progression options include consultancy, team leader, or technical roles including broking research and product development.

The role is fundamental to the ongoing success of Mattioli Woods. Account Management offers a varied role, being the primary office based client contact, managing and administering a portfolio of SIPP, SSAS and personal clients. You will be dealing with all aspects of client affairs, within agreed procedures and regulations. We believe in an account management approach as this provides a high level of client service and relationship development.

Consultant

As part of the Sales and Marketing team, this role is to provide a proactive, personal service to our clients, ensuring accurate information and advice on the products that meet the clients' individual requirements and circumstances. Based at our Leicester offices, you will also be out in the field providing face to face advisory services to our UK wide client base.

You will ideally have a strong background in Account Management in the pensions industry, and excellent communication skills. The Advanced Financial Planning certificates would be of benefit, however full training and support is provided.

Other Opportunities

Mattioli Woods has from time to time a variety of other vacancies, including word processing, clerical support and financial accounting.

For a list of current vacancies, or if you would like to discuss these positions further, email recruitment@mattioli-woods.com or call Penny Waterfield on 0116 240 8700.