Financial Services Specialist

1 month ago


Leicester, Leicester, United Kingdom Mattioli Woods plc Full time
Role Overview

We are seeking a highly skilled Treasury Associate to join our team at Mattioli Woods plc. As a key member of the Treasury function, you will play a critical role in shaping the financial success of our organisation.

About the Role

The successful candidate will assist with a wide variety of tasks, from daily payment processing requirements to assisting with the development and active management of the group's cash and liquidity position, for both corporate and trustee balances in line with Treasury policy.

Duties and Responsibilities
  1. Working with Treasury colleagues across all aspects of daily Group cash and liquidity monitoring, forecasting, and reporting requirements, including liquidity management strategies.
  2. Contributing to multiple cash workstreams, including development and ownership of processes and related reporting as required.
  3. Bank account management including administration of users and management and optimisation of Mattioli Woods' account structure.
  4. Working with Treasury colleagues to process, review and authorise corporate and trustee related banking payments, to ensure delivery of a seamless client service.
  5. Manage new client requirements, analyse utilisation trends, and proactively drive remedial or improvement actions.
  6. Champion the team's risk management culture, ensuring procedures are fit for purpose, are documented and applied, related controls are suitable and effective.
  7. Manage stakeholder relationships from both an internal and external perspective.
What You'll Need to Succeed
  • A minimum of 2-3 years working within treasury/financial services.
  • An accounting/finance qualification (or equivalent).
  • Knowledge of banking and regulatory environment.
  • Experience of relevant risk and banking governance, including compliance and business control aspects.
  • Understanding of self-invested personal pensions/small self administered schemes (SIPP/SSAS) or pension banking with a strong aptitude in investments and wealth management.
  • Experience of working in a corporate treasury environment.
  • Ability to build and own financial models.
  • An analytical approach to work, identifying and addressing issues.
  • Excellent interpersonal skills and ability to communicate clearly and precisely.
  • Numeracy with good IT skills, knowledge of MS Word, Excel, and Outlook.
Salary and Benefits

The estimated salary for this role is £45,000 - £55,000 per annum, depending on experience. In addition to excellent career progression, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes:

  • Group pension.
  • Life assurance.
  • Income protection.
  • Health cash plan.
  • A choice of voluntary benefits.
About Us

Mattioli Woods plc is a leading provider of wealth management and financial services. We pride ourselves on delivering exceptional client service and building long-term relationships with our clients.



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