Job Description
You’ll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients. Role involves supporting consultants with technical and investment advice across all areas of wealth management, preparing, reviewing, and updating proposals, letters, and reports, and assisting with the delivery of the Group’s products and services. Annual FIT assessments and certification renewal will be required.
About Mattioli Woods
Mattioli Woods provides tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.