Mattioli Woods

HQ
Leicester, England
Total Offices: 5
552 Total Employees
Year Founded: 1991

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Jobs at Mattioli Woods
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2 Days AgoSaved
In-Office
3 Locations
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This role is designed for individuals transitioning to a career in financial advice, providing mentorship and professional training while ensuring client exposure. Participants will complete necessary exams and gain experience in a structured environment over a 12-month period.
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As an SSAS Client Relationship Manager, you will manage SSAS schemes, ensuring quality client care, handling technical queries, and overseeing compliance.
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This role involves supporting consultants with investment advice, preparing documents, ensuring compliance, and delivering financial products and services.