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Mattioli Woods

Wealth management and pension consultancy services

Learning & Development Specialist

Learning & DevelopmentConfirmed live in the last 24 hours
Full-timeLeicester, UKNo salary listed

About the Job

Requirements

  • Learning and development experience within financial services, ideally wealth management.
  • End-to-end experience owning and administering a learning management system platform.
  • A track record of designing and launching capability programmes from scratch.
  • Experience building competency or capability frameworks and pathways across multiple teams or business areas.
  • Strong stakeholder management skills and the maturity to support well-run teams rather than direct them.
  • Confidence with data and the ability to connect learning to business outcomes.

Responsibilities

  • Design and deliver the Foundation onboarding programme for every new joiner, across every role and acquisition.
  • Build a core capability framework and joined-up learning pathways across the group.
  • Launch Manager Essentials, covering performance conversations, coaching and difficult conversations.
  • Create digital-first learning content in short, modular formats of 10 to 12 minutes.
  • Own the learning management system as platform administrator, setting standards for consistency and usability.
  • Work in partnership with the T&C team, EB Academy, Trainee Adviser Academy and CRM hub.
  • Lead a monthly Learning Council to keep learning joined up across the firm.

Desired Qualifications

  • CIPD Level 5 or above.
  • Experience of acquisition integration.
  • Familiarity with CII qualifications.

About the Company

Mattioli Woods

Wealth management and pension consultancy services

Mattioli Woods provides wealth management and employee benefits services in the UK, serving individuals and businesses with pension consultancy, asset management, and financial planning. Its products work by designing personalized financial strategies and managing investment portfolios, generating revenue through advisory fees, asset management charges, and performance-based incentives. The company differentiates itself through proactive client engagement—hosting webinars and events—and by tailoring solutions to each client’s needs. Its goal is to help private clients and corporate entities navigate complex financial landscapes and grow, protect, and optimize their wealth.

Company size
501-1,000
Company stage
IPO
Headquarters
Leicester, United Kingdom
Founded
1991

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