Aberdeen 8 Queen’s Terrace AB10 1XL

Buckingham Investment House 22-26 Celtic Court, Ballmoor Buckingham MK18 1RQ

Glasgow 2nd Floor 229 St Vincent Street G2 5QY

Leicester MW House 1 Penman Way Grove Park, Enderby LE19 1SY Financial Third Floor 22 Park Street, Mayfair London W1K 2JB DEVELOPMENTServices SCHEME Newmarket Cheveley House Fordham Road Newmarket CB8 7XN

Preston Lanson House Winckley Gardens Mount Street Preston PR1 8RY www.mattioliwoods.com Take the Authorised and regulated by to be the Financial Conduct Authority opportunity outstanding in the field of financial services

GRADUATES | APPRENTICES | SCHOOL LEAVERS Aug 2016 Welcome to the world of Mattioli Woods!

We’re one of the UK’s leading providers This places us as a very diverse of wealth management and employee business in the financial services benefits services. We’re an AIM-listed sector, where our people are PLC specialising in advising high-net- dedicated to delivering the complete worth individuals, owner managers, spectrum of services in pensions, entrepreneurs, senior professionals employee benefits and wealth and other successful high earners. management, across all sectors We now work with over 6,000 clients throughout the UK. throughout the UK and have offices in Leicester, London, Aberdeen, Glasgow, We believe that Mattioli Woods Newmarket, Buckingham and Preston is a great career choice for you with assets under management, and we hope you can join us administration and advice in excess on our journey. of £6 billion.

Acquisitions as well as organic growth continues to be our strategy, giving us economies of scale, new routes to market and an employee size of over 500. Consequently a variety of Are you opportunities reflecting this growth are now available for those keen to be part cut out for the of a successful and unique organisation. of financialworld services? Ě Working at Mattioli Woods

So this is your next step into the We’ll offer you a competitive package, world of business, and here at including a range of benefits covering Mattioli Woods we’ll offer you a health and well-being, finance great route into financial services. and lifestyle choices. There’s a We have an impressive track record discretionary annual bonus and annual of achievements and will offer our pay reviews linked to a structured expertise, support and guidance to the appraisal process. It’s also important most ambitious candidates out there. to us that you get the chance to share in our company’s success, so we have We provide structured training developed an excellent Share Incentive programmes with opportunities for Plan. Your development is important professional qualifications and career and professional qualifications are fully progression. In addition to this, we supported, including time off for study. boast an enviable retention record and strong internal promotions across We hope you’ll stay with us for the the Group. journey, as the vast majority of senior managers, client relationship managers You’ll find we have a very friendly, open and consultants joined us through our and vibrant environment to work in, development schemes. So, jump on home to a diverse team who will offer board to experience our different areas you a warm welcome. Throughout your of work with clients and partners, as career with us, we will look for ways in you develop the kind of proactive and which to develop your skills and, as an personal approach that our reputation Investors in People company, we have is built on. been recognised in providing a high A very friendly, open level of employee well-being. We recruit over 40 Almost half our workforce In the last trainees per annum has completed a 5 years, our and into our financial qualification sponsored employee size vibrant services scheme by the business has doubled environment to work in Future What ’s next Options Your career with us (from 18 months onwards) Moving up After the structured (from 12 months onwards) By this stage you’ll be programme, you will Early stages delivering a high standard continue to have a (from 4 months onwards) At this point you’ll be of customer service, wealth of opportunities to progress within The beginning confidently managing often dealing with Once you have completed complex schemes. You’ll the Group. With a combination of and administering a your initial training, you’ll portfolio of wealth readily take ownership on-the-job training and formal continue to work with an management and of problems, see them technical training, you’ll follow through to completion on the job coach putting employee benefits clients. and be assigned a trainee a structured programme to your technical knowledge Your portfolio size will to mentor and develop. equip you with the training into practice whilst increase and you’ll be You may also begin to blocks necessary to undertake building up your own given more responsibility. take responsibility for a portfolio of clients. No two days are the same technical specialism, proficient wealth management as you manage your or deputise for the and employee benefits You’ll gain further clients’ requirements. section manager. administration, whilst assisting responsibility at this You’ll develop and maintain your on the job coach with stage, managing and professional relationships prioritising your own their own portfolio of clients, internally and externally workload. You can and sit your professional cementing your thinking and commence study for qualification exams. building your experience. your first professional Early responsibility and qualification from month 9. ownership is encouraged.

A structured programme to you for The duration of the Financial Services Development Scheme will vary. equip Each stage may take longer for apprentices and school leavers to complete but thefuture there will be an on-the-job coach and colleagues to support you throughout! The day to day challenges

There are so many different aspects to the job, Wealth management Training and development which will keep you busy and challenged and Employee benefits Future options give you a great all-round understanding of the Training and development is a key • Building relationships with clients and being varying aspects of wealth management and • Supporting the consultancy team Once you have completed the priority for us, you’ll be supported by the first point of call for your portfolio employee benefits. You are likely to cover any of development scheme, you will have experienced managers, colleagues and a • Building relationships with clients the following in one day alone: a number of opportunities available wide network of diverse peers. We have • Supporting the consultancy team by delivering to you. You may wish to stay within • Attending client meetings in support a nurturing environment where you’ll feel the service behind the strategy client relationship management and of the consultants confident to take control of the pace and take a more senior role, management • Overseeing the purchase of content of your progression. • Managing company pension responsibilities or a specialism which commercial property and arranging arrangements could be property, investments or On-the-job learning is only half the secured loanback facilities another technical area. story. Just as important for your future • Fielding general queries from are the professional qualifications for • Facilitating the purchase of employees of corporate clients Outside this, for those who would which you will go on to study – Diploma investment products like to develop face-to-face client • Liaising with the pension providers in Regulated Financial Planning. We will relationship management and progress and the providers of the various make sure you have all the support you • Preparing sophisticated trust documentation with an advisory role, opportunities risk benefits need, including study material and study with ongoing administration also exist in any of the operational days before your exam. • Undertaking annual reviews departments of the Group, including • Managing day-to-day liquidity of pension wealth management and employee scheme bank accounts for benefits such as Group Life Assurance and Income Protection benefits consultancy. For those considering this route, this will involve • Calculating pension benefits, including the • Supporting our own flexible a full training programme together with facilitation of payments benefits proposition necessary qualifications for this role. • Calculating and presenting portfolio valuation information Our people - meet some of the team

We are one of the biggest graduate recruiters in Leicester but we also work hard to develop school leavers and apprentices too and have a robust ongoing recruitment strategy. Let some of our School Leaver Apprentice Graduate team members who came through those channels Kimberley Smith Adam Welborn Amit Joshi tell you about their experience for themselves. Client Relationship Manager - Employee Benefits Client Relationship Manager - Wealth Management Consultant

I really enjoy my job as a client relationship I joined Mattioli Woods after completing my Being a consultant gives me the chance to meet manager as each day is different and I am A-Levels and wanted to differentiate from the with clients from a multitude of industries that constantly increasing my knowledge and crowd by bypassing the university route and trying are in different stages of their career and understanding of the role. I can be working on something which gave me real world experience. personal wealth. anything from flexible benefits to insurance, healthcare and pensions. I enjoy the technical The development scheme has provided me the As well as my everyday meetings, I have visited aspects of the job and get a lot of support and on-the-job training in which I have learnt in-depth almost every major UK city for our seminars where guidance from other colleagues. knowledge of how the pensions and wealth I have presented technical updates to accountants management industry works and I have not been and solicitors. In addition to this I am pleased to Mattioli Woods is a rapidly growing company, with treated any differently to a graduate trainee. say that I have completed the Diploma in Financial the career opportunities to match and I would like My day is varied and can consist of placing Planning with the support of the company. to work towards becoming a junior consultant in investments for clients or calculating benefits The best thing about Mattioli Woods is the family the future. for property purchases. culture, which really makes it enjoyable coming into work! I really like the culture Mattioli Woods has in the office; people given me a great are welcoming, opportunity to learn always willing to and a clear career help and I have progression path made many to follow. friends. Social scene

We are proud to say that we have a strong culture in and out of work. Throughout the year, our staff are involved in a number of charity events – ranging from highland challenges to marathons, skydives, cycling races and cake sales. In addition to this, we have an active social scene with sporting events, fun days and a variety of nights out. About you

We believe diversity is our strength and Open events we therefore don’t look for a particular ‘type’ of person; often your motivations We run our own regular open events. and aspirations are more important Our open events give you the than experience. However, you do need opportunity to find out about our ever- excellent communication skills, problem growing business and understand what solving ability and a drive to succeed. a career here would be like, through Here are some of the attributes we’re presentations from the senior team, looking for: and other graduates and apprentices who have been through the programme. • First class approach to client service with outstanding communication skills How to apply • Commercial and economic awareness Our recruitment process is ongoing and we accept applications all year We believe • Energetic, passionate and proactive round. If you’re successful with your application, we’ll invite you to an • Open and honest learning and assessment day for the next intake. sharing mentality You can visit our website diversity • Infinite attention to detail www.mattioliwoods.com where you • Ability to think on your feet can download an online application is our form. Alternatively, please email us at strength • Willingness to adapt and [email protected] and we therefore embrace change or telephone 0116 240 8700 and we’ll be pleased to help! don’t look for a • Personal pride and ownership particular ‘type’ of person