At a Glance
- Tasks: Support the Product team by managing and validating fee processes and improving efficiency.
- Company: Join Mattioli Woods, a forward-thinking company with a commitment to inclusivity.
- Benefits: Flexible 20-hour work week, competitive salary, and generous holiday allowance.
- Other info: Enjoy hybrid working and access to ongoing training and career growth.
- Why this job: Make a real impact on fee operations while developing your finance skills.
- Qualifications: Experience in finance, strong attention to detail, and proficiency in Microsoft Office.
The predicted salary is between 20250 - 24750 £ per year.
We’re currently looking for an exceptional Product Finance Assistant to join our team.
The Product 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.
The opportunity
What we’re looking for
- Experience in a finance role, ideally as a Product 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 will 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.
- What's in it for you
- Competitive salary and performance-linked incentive structure
- Hybrid working model combining home and Leicester office-based collaboration
- The opportunity to shape and scale a strategically important national growth initiative
- Access to a highly experienced leadership team and strong internal infrastructure
- 20 hour working week- Hours can be flexible
- 25 days' holiday plus statutory holidays, increasing with service
- Pension scheme with 5% employer contribution
- Health cash plan, life assurance and group income protection
- Ongoing training, development and long-term career opportunities within a supportive and ambitious culture
Mattioli Woods is committed to creating an inclusive workplace and encourages applications from people of all backgrounds.
We welcome different perspectives and are proud to foster a culture where colleagues feel supported, respected, and able to thrive.
#J-18808-Ljbffr
Product Finance Assistant -(20 Hours Per Week) in Leicester employer: Mattioli Woods
Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.
