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Company Profile - Mattioli Woods

Overview

Headquartered in Leicester, with offices in London, Aberdeen and Glasgow, Mattioli Woods plc provides integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment. Our pension consultancy focuses on the application and administration of self-invested personal pensions (SIPP) and small self- administered schemes (SSAS). By building long-term client and introducer relationships, our aim is to provide trusted advice, high service standards and personalised delivery.

Mattioli Woods administer over 2,900 SIPP schemes and 1,400 SSAS schemes and hold over £2.8 billion of assets under advice and administration.

Mattioli Woods provides a structured training programme; the opportunity for professional qualifications and fast-track career progression.

Who are we?

By building long term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery. We provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits. Our wealth management services embrace pensions and personal investment, coupled with estate planning.

The principle business areas for Mattioli Woods group are: Pensions Administration, Pensions Consultancy, Investment Management, Property Syndication, Professional Trusteeship and employee benefits.

Mattioli Woods won the Leicestershire business awards ‘Success through people’ 2010 and were quoted in 2011 as one of the Telegraphs top 1000 ‘Britain’s Brightest Businesses’.

Career Opportunities

Training and development is a key priority for us and provides regular reviews of your performance and development. We have nurtured an environment where you will feel confident to take control of the pace and content of your progression. Ambitious, hard-working, fresh thinkers have every opportunity to excel in their specialism, follow new interests, and become future leaders of our organisation.

A wide range of careers within the organisation are available, depending on your strengths and interests. Future opportunities could be:

  • Account Management, including technical specialist roles
  • Consultancy 
  •  Investment Research and Broking
  • Section Manager·
  • Training

We offer a placement opportunity to students who are in their penultimate year at university and we also offer work experience for students who are interested in working within financial services. If you are interested in any of these opportunities please apply using the methods below

Training and Development

On-the-job learning is only half the story. Just as important for your future are the professional qualifications for which you will study for. We encourage all graduates to study for the Certificate in Financial Planning and further professional qualifications encompassing consultancy and investment planning. We will make sure you have all the support you need, including study days before your exam.

What we look for

We believe diversity is our strength and we therefore don’t look for a particular ‘type’ of person; often your motivations and aspirations are more important than experience. That said, you do need excellent communication skills, problem solving ability and a drive to succeed.

All degrees are welcome. Recent trainees have studied Economics, Law, Business Studies, Accounting and Finance, even English!

What we offer

£17,500 plus benefits

How to apply

Nisha Vora - recruitment@mattioli-woods.com

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