At a Glance
- Tasks: Support the Product team by managing and validating fee processes and improving efficiency.
- Company: Join Mattioli Woods, a dynamic company focused on collaboration and growth.
- Benefits: Enjoy a competitive salary, hybrid working, and 25 days holiday plus more.
- Other info: Be part of a supportive team with clear career progression opportunities.
- Why this job: Make a real impact on fee operations while growing your career in finance.
- Qualifications: Experience in finance, strong attention to detail, and proficiency in Microsoft Office.
The predicted salary is between 25650 - 31350 £ per year.
Product Finance Assistant
We're currently looking for an exceptional Product Finance Assistant to join our team.
The Finance Assistant will play a key role in supporting the Mattioli Woods Product team.
This newly created position centralises the management and governance of provider fees, work that currently sits across multiple teams.
The role would suit someone with a keen eye for detail who enjoys process-driven work and wants to make a tangible impact on the efficiency and accuracy of our fee operations.
What we're looking for
Experience in a finance role, ideally as a Finance Assistant.
A professional, approachable and clear communicator.
Strong attention to detail and the ability to work accurately with data and processes.
Comfortable using Microsoft Office; Xplan experience would be a bonus.
Organised, proactive and able to manage multiple tasks effectively.
Confident working both as part of a team and independently when required.
What you'll be doing
Manage and validate regular fee processes, including fee files, statements and journals.
Maintain fee codes and fee structures across systems, ensuring records are accurate and up to date.
Review fee reports and resolve queries with colleagues across CRMs, Finance, Investment Operations and Product Administration using Xplan.
Complete assurance checks, support audits and keep clear documentation of fee activity.
Identify opportunities to improve fee administration processes and reduce manual effort.
Carry out other relevant duties in line with the role and company policies.
Why join us?
At Mattioli Woods, you'll work closely with senior leadership, contribute to high-level decision-making and grow your career in a supportive, dynamic environment.
This role offers autonomy, career progression and the opportunity to be part of a team that values expertise and collaboration.
Perks and benefits
- Competitive salary.
- 34.5 hour working week.
- Hybrid working - a blend of home and office time.
- 5% employer/5% employee pension.
- 4x salary life assurance and group income protection.
- Health cash plan (Core Level 1).
- 25 days' holiday plus statutory holidays, increasing with service.
- Training and development opportunities.
- A supportive, collaborative team environment.
We know that finding the right role can be overwhelming.
As a result, we want all candidates - from entry-level to leadership - to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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Product Finance Assistant in Leicester employer: Mattioli Woods plc
Mattioli Woods plc is an exceptional employer, offering a unique opportunity to join their Financial Adviser Academy in Leicester. With a fully salaried programme that includes one-to-one mentoring and real client exposure, employees benefit from a supportive work culture focused on professional growth and development. The structured training ensures that you not only gain essential skills but also have the chance to progress into a compliant adviser role, making it a rewarding place for those seeking meaningful employment in the financial sector.
